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 | $65,664 | $175,202-62.5% | $149,673-56.1% | $139,434-52.9% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 11.18% | 166.71%-155.5pp | 134.42%-123.2pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,854 | $5,474-66.1% | $4,818-61.5% | $4,751-61.0% |
| Participant deferral / active EE | $4,637 | $6,519-28.9% | $5,680-18.4% | $6,710-30.9% |
| Admin fee / account holder | $521 | $16,150-96.8% | $13,210-96.1% | $11,403-95.4% |