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 | $45,349 | $175,202-74.1% | $149,673-69.7% | $139,434-67.5% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 16.92% | 166.71%-149.8pp | 134.42%-117.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $7,464 | $5,474+36.4% | $4,818+54.9% | $4,751+57.1% |
| Participant deferral / active EE | $3,870 | $6,519-40.6% | $5,680-31.9% | $6,710-42.3% |
| Admin fee / account holder | $1,033 | $16,150-93.6% | $13,210-92.2% | $11,403-90.9% |