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 | $113,426 | $210,648-46.2% | $177,989-36.3% | $145,922-22.3% |
| Participation rate | 81.3% | 80.8%+0.5pp | 77.1%+4.2pp | 80.3%+1.0pp |
| Annual return | 13.98% | 385.86%-371.9pp | 294.48%-280.5pp | 561.29%-547.3pp |
| Employer contribution / active EE | $7,026 | $4,565+53.9% | $3,949+77.9% | $4,660+50.8% |
| Participant deferral / active EE | $1,373 | $6,958-80.3% | $6,276-78.1% | $6,688-79.5% |
| Admin fee / account holder | $8,399 | $12,013-30.1% | $10,363-18.9% | $13,397-37.3% |