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 | $51,990 | $157,256-66.9% | $141,162-63.2% | $152,861-66.0% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 19.35% | 64.32%-45.0pp | 71.39%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,893 | $5,261-45.0% | $4,735-38.9% | $4,762-39.2% |
| Participant deferral / active EE | $4,114 | $7,109-42.1% | $6,709-38.7% | $5,850-29.7% |
| Admin fee / account holder | $380 | $12,120-96.9% | $10,261-96.3% | $11,596-96.7% |