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 | $51,954 | $209,832-75.2% | $189,513-72.6% | $167,490-69.0% |
| Participation rate | 78.3% | 88.7%-10.4pp | 87.8%-9.5pp | 82.1%-3.8pp |
| Annual return | 18.15% | 748.27%-730.1pp | 555.15%-537.0pp | 478.56%-460.4pp |
| Employer contribution / active EE | $2,662 | $6,914-61.5% | $6,162-56.8% | $4,837-45.0% |
| Participant deferral / active EE | $4,384 | $8,935-50.9% | $8,221-46.7% | $6,341-30.9% |
| Admin fee / account holder | $478 | $14,293-96.7% | $12,045-96.0% | $12,309-96.1% |