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 | $46,558 | $157,256-70.4% | $141,162-67.0% | $152,861-69.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 34.46% | 64.32%-29.9pp | 71.39%-36.9pp | 345.32%-310.9pp |
| Employer contribution / active EE | $1,901 | $5,261-63.9% | $4,735-59.9% | $4,762-60.1% |
| Participant deferral / active EE | $5,356 | $7,109-24.7% | $6,709-20.2% | $5,850-8.5% |
| Admin fee / account holder | $471 | $12,120-96.1% | $10,261-95.4% | $11,596-95.9% |