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 | $101,982 | $198,466-48.6% | $170,442-40.2% | $147,584-30.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.08% | 257.29%-245.2pp | 205.93%-193.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,368 | $6,184-77.9% | $5,433-74.8% | $4,876-71.9% |
| Participant deferral / active EE | $3,947 | $5,629-29.9% | $4,939-20.1% | $5,439-27.4% |
| Admin fee / account holder | $907 | $16,852-94.6% | $13,880-93.5% | $10,885-91.7% |