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 | $52,376 | $175,202-70.1% | $149,673-65.0% | $139,434-62.4% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 16.73% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,368 | $5,474-75.0% | $4,818-71.6% | $4,751-71.2% |
| Participant deferral / active EE | $6,395 | $6,519-1.9% | $5,680+12.6% | $6,710-4.7% |
| Admin fee / account holder | $4,672 | $16,150-71.1% | $13,210-64.6% | $11,403-59.0% |