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 | $57,882 | $198,466-70.8% | $170,442-66.0% | $147,584-60.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.91% | 257.29%-242.4pp | 205.93%-191.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $3,687 | $6,184-40.4% | $5,433-32.1% | $4,876-24.4% |
| Participant deferral / active EE | $3,132 | $5,629-44.4% | $4,939-36.6% | $5,439-42.4% |
| Admin fee / account holder | $8,281 | $16,852-50.9% | $13,880-40.3% | $10,885-23.9% |