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 | $68,298 | $176,812-61.4% | $146,665-53.4% | $167,490-59.2% |
| Participation rate | 94.4% | 83.6%+10.8pp | 80.1%+14.4pp | 82.1%+12.3pp |
| Annual return | 15.89% | 24.03%-8.1pp | 22.74%-6.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $3,374 | $5,160-34.6% | $4,136-18.4% | $4,837-30.3% |
| Participant deferral / active EE | $3,175 | $6,440-50.7% | $5,506-42.3% | $6,341-49.9% |
| Admin fee / account holder | $9,771 | $13,259-26.3% | $10,280-4.9% | $12,309-20.6% |