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 | $48,267 | $172,111-72.0% | $150,298-67.9% | $137,256-64.8% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 16.69% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,084 | $4,636-76.6% | $4,154-73.9% | $4,156-73.9% |
| Participant deferral / active EE | $2,246 | $6,166-63.6% | $5,453-58.8% | $6,407-64.9% |
| Admin fee / account holder | $557 | $16,471-96.6% | $14,116-96.1% | $12,270-95.5% |