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 | $61,562 | $175,202-64.9% | $149,673-58.9% | $139,434-55.8% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 15.02% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,931 | $5,474-46.5% | $4,818-39.2% | $4,751-38.3% |
| Participant deferral / active EE | $5,079 | $6,519-22.1% | $5,680-10.6% | $6,710-24.3% |
| Admin fee / account holder | $8,891 | $16,150-44.9% | $13,210-32.7% | $11,403-22.0% |