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 | $45,247 | $209,411-78.4% | $178,490-74.7% | $158,922-71.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.45% | 188.75%-165.3pp | 151.07%-127.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,896 | $5,706-66.8% | $5,011-62.2% | $4,761-60.2% |
| Participant deferral / active EE | $7,592 | $5,954+27.5% | $5,202+46.0% | $5,982+26.9% |
| Admin fee / account holder | $1,395 | $17,074-91.8% | $13,984-90.0% | $11,246-87.6% |