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 | $72,016 | $227,553-68.4% | $189,557-62.0% | $167,490-57.0% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.4%+8.2pp | 82.1%+4.6pp |
| Annual return | 13.17% | 78.40%-65.2pp | 64.17%-51.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $748 | $5,316-85.9% | $4,412-83.0% | $4,837-84.5% |
| Participant deferral / active EE | $1,897 | $7,002-72.9% | $6,174-69.3% | $6,341-70.1% |
| Admin fee / account holder | $536 | $11,878-95.5% | $9,807-94.5% | $12,309-95.6% |