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 | $61,919 | $198,466-68.8% | $170,442-63.7% | $147,584-58.0% |
| Participation rate | 95.0% | 88.0%+7.0pp | 83.6%+11.4pp | 82.8%+12.2pp |
| Annual return | 28.43% | 257.29%-228.9pp | 205.93%-177.5pp | 578.55%-550.1pp |
| Employer contribution / active EE | $2,208 | $6,184-64.3% | $5,433-59.3% | $4,876-54.7% |
| Participant deferral / active EE | $3,627 | $5,629-35.6% | $4,939-26.6% | $5,439-33.3% |
| Admin fee / account holder | $11,538 | $16,852-31.5% | $13,880-16.9% | $10,885+6.0% |