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 | $48,108 | $202,318-76.2% | $172,739-72.1% | $152,861-68.5% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 21.80% | 1029.65%-1007.9pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $4,876 | $5,856-16.7% | $5,143-5.2% | $4,762+2.4% |
| Participant deferral / active EE | $3,142 | $5,948-47.2% | $5,198-39.6% | $5,850-46.3% |
| Admin fee / account holder | $2,004 | $17,109-88.3% | $13,954-85.6% | $11,596-82.7% |