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 | $65,819 | $176,056-62.6% | $159,436-58.7% | $167,490-60.7% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 11.10% | 331.75%-320.6pp | 263.57%-252.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,686 | $5,297-49.3% | $4,829-44.4% | $4,837-44.5% |
| Participant deferral / active EE | $5,553 | $7,750-28.4% | $7,352-24.5% | $6,341-12.4% |
| Admin fee / account holder | $3,907 | $12,554-68.9% | $10,799-63.8% | $12,309-68.3% |