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 | $48,907 | $165,335-70.4% | $149,696-67.3% | $158,922-69.2% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 23.31% | 348.15%-324.8pp | 276.60%-253.3pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,283 | $5,103-55.3% | $4,644-50.8% | $4,761-52.0% |
| Participant deferral / active EE | $4,752 | $7,181-33.8% | $6,842-30.5% | $5,982-20.6% |
| Admin fee / account holder | $355 | $10,807-96.7% | $9,309-96.2% | $11,246-96.8% |