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 | $110,341 | $176,056-37.3% | $159,436-30.8% | $167,490-34.1% |
| Participation rate | 95.7% | 84.9%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 19.23% | 331.75%-312.5pp | 263.57%-244.3pp | 478.56%-459.3pp |
| Employer contribution / active EE | $2,775 | $5,297-47.6% | $4,829-42.5% | $4,837-42.6% |
| Participant deferral / active EE | $5,837 | $7,750-24.7% | $7,352-20.6% | $6,341-7.9% |
| Admin fee / account holder | $5,170 | $12,554-58.8% | $10,799-52.1% | $12,309-58.0% |