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 | $113,670 | $175,202-35.1% | $149,673-24.1% | $139,434-18.5% |
| Participation rate | 95.2% | 83.4%+11.9pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 14.00% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,492 | $5,474-54.5% | $4,818-48.3% | $4,751-47.5% |
| Participant deferral / active EE | $4,235 | $6,519-35.0% | $5,680-25.4% | $6,710-36.9% |
| Admin fee / account holder | $8,503 | $16,150-47.3% | $13,210-35.6% | $11,403-25.4% |