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 | $20,764 | $175,202-88.1% | $149,673-86.1% | $139,434-85.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 18.06% | 166.71%-148.6pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,316 | $5,474-57.7% | $4,818-51.9% | $4,751-51.2% |
| Participant deferral / active EE | $3,479 | $6,519-46.6% | $5,680-38.8% | $6,710-48.2% |
| Admin fee / account holder | $1,736 | $16,150-89.3% | $13,210-86.9% | $11,403-84.8% |