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 | $60,479 | $112,881-46.4% | $90,951-33.5% | $158,922-61.9% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+9.0pp |
| Annual return | 17.08% | 215.79%-198.7pp | 134.60%-117.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $613 | $2,893-78.8% | $2,122-71.1% | $4,761-87.1% |
| Participant deferral / active EE | $3,954 | $4,128-4.2% | $3,373+17.2% | $5,982-33.9% |
| Admin fee / account holder | $993 | $8,041-87.6% | $5,959-83.3% | $11,246-91.2% |