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 | $45,107 | $91,190-50.5% | $178,490-74.7% | $79,858-43.5% |
| Participation rate | 76.3% | 69.2%+7.1pp | 81.9%-5.6pp | 69.6%+6.7pp |
| Annual return | 16.00% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,540 | $3,256-52.7% | $5,011-69.3% | $2,471-37.7% |
| Participant deferral / active EE | $2,561 | $3,236-20.9% | $5,202-50.8% | $3,740-31.5% |
| Admin fee / account holder | $1,252 | $6,751-81.5% | $13,984-91.0% | $5,306-76.4% |