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 | $29,201 | $179,726-83.8% | $156,263-81.3% | $142,382-79.5% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 17.32% | 77.86%-60.5pp | 59.47%-42.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,849 | $5,069-24.1% | $4,333-11.2% | $4,299-10.5% |
| Participant deferral / active EE | $4,114 | $6,956-40.9% | $6,158-33.2% | $6,507-36.8% |
| Admin fee / account holder | $346 | $17,272-98.0% | $14,255-97.6% | $12,624-97.3% |