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 | $60,792 | $175,202-65.3% | $149,673-59.4% | $139,434-56.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 14.54% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,413 | $5,474-55.9% | $4,818-49.9% | $4,751-49.2% |
| Participant deferral / active EE | $5,785 | $6,519-11.2% | $5,680+1.9% | $6,710-13.8% |
| Admin fee / account holder | $3,744 | $16,150-76.8% | $13,210-71.7% | $11,403-67.2% |