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 | $63,130 | $165,912-61.9% | $122,332-48.4% | $147,584-57.2% |
| Participation rate | 95.2% | 79.6%+15.7pp | 71.6%+23.6pp | 82.8%+12.4pp |
| Annual return | 15.29% | 34.55%-19.3pp | 30.27%-15.0pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,259 | $5,754-78.1% | $4,050-68.9% | $4,876-74.2% |
| Participant deferral / active EE | $1,723 | $4,005-57.0% | $3,287-47.6% | $5,439-68.3% |
| Admin fee / account holder | $398 | $7,424-94.6% | $5,478-92.7% | $10,885-96.3% |