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 | $29,808 | $156,846-81.0% | $121,098-75.4% | $139,434-78.6% |
| Participation rate | 78.3% | 76.4%+1.8pp | 69.5%+8.8pp | 80.3%-2.1pp |
| Annual return | 11.10% | 1474.56%-1463.5pp | 985.75%-974.6pp | 372.94%-361.8pp |
| Employer contribution / active EE | $787 | $5,536-85.8% | $4,164-81.1% | $4,751-83.4% |
| Participant deferral / active EE | $625 | $4,844-87.1% | $4,080-84.7% | $6,710-90.7% |
| Admin fee / account holder | $360 | $6,946-94.8% | $5,644-93.6% | $11,403-96.8% |