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 | $55,562 | $109,327-49.2% | $89,391-37.8% | $158,922-65.0% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.0%+24.3pp | 82.0%+10.3pp |
| Annual return | 14.76% | 345.68%-330.9pp | 245.62%-230.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,271 | $3,170-59.9% | $2,586-50.8% | $4,761-73.3% |
| Participant deferral / active EE | $3,896 | $4,598-15.3% | $3,890+0.2% | $5,982-34.9% |
| Admin fee / account holder | $384 | $6,153-93.8% | $4,881-92.1% | $11,246-96.6% |