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 | $50,391 | $175,202-71.2% | $149,673-66.3% | $139,434-63.9% |
| Participation rate | 91.3% | 83.4%+7.9pp | 78.8%+12.5pp | 80.3%+11.0pp |
| Annual return | 14.00% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $5,833 | $5,474+6.5% | $4,818+21.1% | $4,751+22.8% |
| Participant deferral / active EE | $6,466 | $6,519-0.8% | $5,680+13.8% | $6,710-3.6% |
| Admin fee / account holder | $10,471 | $16,150-35.2% | $13,210-20.7% | $11,403-8.2% |