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 | $73,226 | $175,202-58.2% | $149,673-51.1% | $139,434-47.5% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 13.55% | 166.71%-153.2pp | 134.42%-120.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,944 | $5,474-64.5% | $4,818-59.7% | $4,751-59.1% |
| Participant deferral / active EE | $5,453 | $6,519-16.4% | $5,680-4.0% | $6,710-18.7% |
| Admin fee / account holder | $28,070 | $16,150+73.8% | $13,210+112.5% | $11,403+146.2% |