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 | $47,752 | $175,202-72.7% | $149,673-68.1% | $139,434-65.8% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 12.23% | 166.71%-154.5pp | 134.42%-122.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,384 | $5,474-74.7% | $4,818-71.3% | $4,751-70.9% |
| Participant deferral / active EE | $4,228 | $6,519-35.1% | $5,680-25.6% | $6,710-37.0% |
| Admin fee / account holder | $1,279 | $16,150-92.1% | $13,210-90.3% | $11,403-88.8% |