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 | $43,159 | $95,416-54.8% | $185,823-76.8% | $85,850-49.7% |
| Participation rate | 73.3% | 68.8%+4.6pp | 81.7%-8.4pp | 69.3%+4.0pp |
| Annual return | 40.28% | 23.59%+16.7pp | 122.05%-81.8pp | 318.53%-278.3pp |
| Employer contribution / active EE | $1,982 | $3,314-40.2% | $5,167-61.6% | $2,565-22.7% |
| Participant deferral / active EE | $1,337 | $3,423-60.9% | $5,568-76.0% | $3,952-66.2% |
| Admin fee / account holder | $804 | $7,213-88.8% | $16,237-95.0% | $6,260-87.1% |