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 | $39,935 | $183,519-78.2% | $155,509-74.3% | $145,922-72.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 9.79% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,878 | $5,313-64.6% | $4,672-59.8% | $4,660-59.7% |
| Participant deferral / active EE | $2,741 | $6,462-57.6% | $5,626-51.3% | $6,688-59.0% |
| Admin fee / account holder | $1,261 | $19,313-93.5% | $15,912-92.1% | $13,397-90.6% |