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 | $63,508 | $117,983-46.2% | $101,794-37.6% | $142,382-55.4% |
| Participation rate | 81.3% | 74.2%+7.0pp | 69.2%+12.1pp | 80.1%+1.1pp |
| Annual return | 21.44% | 36.92%-15.5pp | 30.53%-9.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,106 | $2,773-24.1% | $2,289-8.0% | $4,299-51.0% |
| Participant deferral / active EE | $2,187 | $4,714-53.6% | $4,084-46.4% | $6,507-66.4% |
| Admin fee / account holder | $445 | $10,433-95.7% | $8,777-94.9% | $12,624-96.5% |