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 | $124,877 | $201,272-38.0% | $184,203-32.2% | $145,922-14.4% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 19.78% | 29.00%-9.2pp | 28.81%-9.0pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,138 | $7,022-69.6% | $6,427-66.7% | $4,660-54.1% |
| Participant deferral / active EE | $10,335 | $9,806+5.4% | $9,131+13.2% | $6,688+54.5% |
| Admin fee / account holder | $1,490 | $16,364-90.9% | $13,901-89.3% | $13,397-88.9% |