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 | $65,646 | $176,056-62.7% | $159,436-58.8% | $167,490-60.8% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 25.02% | 331.75%-306.7pp | 263.57%-238.5pp | 478.56%-453.5pp |
| Employer contribution / active EE | $14,068 | $5,297+165.6% | $4,829+191.3% | $4,837+190.8% |
| Participant deferral / active EE | $3,410 | $7,750-56.0% | $7,352-53.6% | $6,341-46.2% |
| Admin fee / account holder | $317 | $12,554-97.5% | $10,799-97.1% | $12,309-97.4% |