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 | $48,535 | $165,335-70.6% | $149,696-67.6% | $158,922-69.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 15.55% | 348.15%-332.6pp | 276.60%-261.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $935 | $5,103-81.7% | $4,644-79.9% | $4,761-80.4% |
| Participant deferral / active EE | $4,299 | $7,181-40.1% | $6,842-37.2% | $5,982-28.1% |
| Admin fee / account holder | $1,099 | $10,807-89.8% | $9,309-88.2% | $11,246-90.2% |