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 | $64,033 | $175,202-63.5% | $149,673-57.2% | $139,434-54.1% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 14.94% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,331 | $5,474-57.4% | $4,818-51.6% | $4,751-50.9% |
| Participant deferral / active EE | $4,114 | $6,519-36.9% | $5,680-27.6% | $6,710-38.7% |
| Admin fee / account holder | $7,409 | $16,150-54.1% | $13,210-43.9% | $11,403-35.0% |