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 | $89,742 | $201,272-55.4% | $184,203-51.3% | $145,922-38.5% |
| Participation rate | 91.3% | 87.5%+3.8pp | 86.8%+4.5pp | 80.3%+11.0pp |
| Annual return | 14.07% | 29.00%-14.9pp | 28.81%-14.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $6,333 | $7,022-9.8% | $6,427-1.5% | $4,660+35.9% |
| Participant deferral / active EE | $4,993 | $9,806-49.1% | $9,131-45.3% | $6,688-25.3% |
| Admin fee / account holder | $6,043 | $16,364-63.1% | $13,901-56.5% | $13,397-54.9% |