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 | $49,365 | $165,335-70.1% | $149,696-67.0% | $158,922-68.9% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 18.81% | 348.15%-329.3pp | 276.60%-257.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,441 | $5,103-71.8% | $4,644-69.0% | $4,761-69.7% |
| Participant deferral / active EE | $2,483 | $7,181-65.4% | $6,842-63.7% | $5,982-58.5% |
| Admin fee / account holder | $22,727 | $10,807+110.3% | $9,309+144.2% | $11,246+102.1% |