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 | $43,578 | $232,540-81.3% | $185,117-76.5% | $147,584-70.5% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 19.48% | 43.03%-23.5pp | 40.50%-21.0pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,723 | $5,195-66.8% | $4,182-58.8% | $4,876-64.7% |
| Participant deferral / active EE | $5,783 | $5,834-0.9% | $5,045+14.6% | $5,439+6.3% |
| Admin fee / account holder | $5,604 | $10,275-45.5% | $8,159-31.3% | $10,885-48.5% |