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 | $44,337 | $209,411-78.8% | $178,490-75.2% | $158,922-72.1% |
| Participation rate | 79.2% | 86.3%-7.2pp | 81.9%-2.8pp | 82.0%-2.8pp |
| Annual return | 13.60% | 188.75%-175.1pp | 151.07%-137.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,007 | $5,706-64.8% | $5,011-60.0% | $4,761-57.9% |
| Participant deferral / active EE | $2,917 | $5,954-51.0% | $5,202-43.9% | $5,982-51.2% |
| Admin fee / account holder | $568 | $17,074-96.7% | $13,984-95.9% | $11,246-94.9% |