See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,082 | $175,202-60.6% | $149,673-53.8% | $139,434-50.5% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 17.39% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,026 | $5,474-63.0% | $4,818-57.9% | $4,751-57.4% |
| Participant deferral / active EE | $4,097 | $6,519-37.2% | $5,680-27.9% | $6,710-38.9% |
| Admin fee / account holder | $4,585 | $16,150-71.6% | $13,210-65.3% | $11,403-59.8% |