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 | $45,056 | $175,202-74.3% | $149,673-69.9% | $139,434-67.7% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 19.19% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,503 | $5,474-36.0% | $4,818-27.3% | $4,751-26.3% |
| Participant deferral / active EE | $3,120 | $6,519-52.1% | $5,680-45.1% | $6,710-53.5% |
| Admin fee / account holder | $3,163 | $16,150-80.4% | $13,210-76.1% | $11,403-72.3% |