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 | $89,090 | $209,411-57.5% | $178,490-50.1% | $158,922-43.9% |
| Participation rate | 95.5% | 86.3%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 20.54% | 188.75%-168.2pp | 151.07%-130.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $3,012 | $5,706-47.2% | $5,011-39.9% | $4,761-36.7% |
| Participant deferral / active EE | $4,402 | $5,954-26.1% | $5,202-15.4% | $5,982-26.4% |
| Admin fee / account holder | $482 | $17,074-97.2% | $13,984-96.6% | $11,246-95.7% |