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 | $28,445 | $183,519-84.5% | $155,509-81.7% | $145,922-80.5% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 10.67% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,598 | $5,313-69.9% | $4,672-65.8% | $4,660-65.7% |
| Participant deferral / active EE | $4,057 | $6,462-37.2% | $5,626-27.9% | $6,688-39.3% |
| Admin fee / account holder | $610 | $19,313-96.8% | $15,912-96.2% | $13,397-95.4% |