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 | $45,304 | $210,648-78.5% | $177,989-74.5% | $145,922-69.0% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 13.93% | 385.86%-371.9pp | 294.48%-280.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,487 | $4,565-45.5% | $3,949-37.0% | $4,660-46.6% |
| Participant deferral / active EE | $3,222 | $6,958-53.7% | $6,276-48.7% | $6,688-51.8% |
| Admin fee / account holder | $1,375 | $12,013-88.6% | $10,363-86.7% | $13,397-89.7% |