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 | $60,304 | $175,202-65.6% | $149,673-59.7% | $139,434-56.8% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 16.86% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,077 | $5,474-62.1% | $4,818-56.9% | $4,751-56.3% |
| Participant deferral / active EE | $5,034 | $6,519-22.8% | $5,680-11.4% | $6,710-25.0% |
| Admin fee / account holder | $1,000 | $16,150-93.8% | $13,210-92.4% | $11,403-91.2% |