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 | $103,155 | $177,572-41.9% | $154,803-33.4% | $142,382-27.6% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 18.71% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,702 | $4,810-43.8% | $4,305-37.2% | $4,299-37.1% |
| Participant deferral / active EE | $1,767 | $6,272-71.8% | $5,540-68.1% | $6,507-72.8% |
| Admin fee / account holder | $1,427 | $16,786-91.5% | $14,329-90.0% | $12,624-88.7% |