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 | $42,474 | $99,020-57.1% | $86,590-50.9% | $147,584-71.2% |
| Participation rate | 81.0% | 76.3%+4.6pp | 73.5%+7.4pp | 82.8%-1.9pp |
| Annual return | 18.66% | 1312.34%-1293.7pp | 964.84%-946.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,290 | $3,132-58.8% | $2,839-54.6% | $4,876-73.5% |
| Participant deferral / active EE | $1,984 | $3,972-50.0% | $3,609-45.0% | $5,439-63.5% |
| Admin fee / account holder | $1,390 | $5,710-75.7% | $4,906-71.7% | $10,885-87.2% |