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 | $72,377 | $217,402-66.7% | $185,823-61.1% | $167,490-56.8% |
| Participation rate | 95.5% | 86.0%+9.4pp | 81.7%+13.8pp | 82.1%+13.3pp |
| Annual return | 11.71% | 148.36%-136.6pp | 122.05%-110.3pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,018 | $5,873-65.6% | $5,167-60.9% | $4,837-58.3% |
| Participant deferral / active EE | $3,716 | $6,356-41.5% | $5,568-33.3% | $6,341-41.4% |
| Admin fee / account holder | $402 | $19,811-98.0% | $16,237-97.5% | $12,309-96.7% |