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 | $95,994 | $159,602-39.9% | $150,045-36.0% | $142,382-32.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 17.69% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,716 | $4,961-45.3% | $4,693-42.1% | $4,299-36.8% |
| Participant deferral / active EE | $6,396 | $8,310-23.0% | $7,997-20.0% | $6,507-1.7% |
| Admin fee / account holder | $1,112 | $14,846-92.5% | $13,435-91.7% | $12,624-91.2% |