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 | $25,317 | $165,335-84.7% | $149,696-83.1% | $158,922-84.1% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 12.24% | 348.15%-335.9pp | 276.60%-264.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,580 | $5,103-69.0% | $4,644-66.0% | $4,761-66.8% |
| Participant deferral / active EE | $2,832 | $7,181-60.6% | $6,842-58.6% | $5,982-52.7% |
| Admin fee / account holder | $1,389 | $10,807-87.1% | $9,309-85.1% | $11,246-87.6% |