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 | $99,004 | $183,963-46.2% | $162,163-38.9% | $152,861-35.2% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 16.84% | 150.76%-133.9pp | 115.59%-98.8pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,999 | $6,371-52.9% | $5,614-46.6% | $4,762-37.0% |
| Participant deferral / active EE | $4,102 | $8,034-48.9% | $7,298-43.8% | $5,850-29.9% |
| Admin fee / account holder | $7,185 | $13,121-45.2% | $10,843-33.7% | $11,596-38.0% |