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 | $45,644 | $105,181-56.6% | $159,436-71.4% | $85,850-46.8% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.8%-4.0pp | 69.3%+9.5pp |
| Annual return | 23.40% | 45.07%-21.7pp | 263.57%-240.2pp | 318.53%-295.1pp |
| Employer contribution / active EE | $1,730 | $3,318-47.9% | $4,829-64.2% | $2,565-32.5% |
| Participant deferral / active EE | $3,764 | $5,945-36.7% | $7,352-48.8% | $3,952-4.7% |
| Admin fee / account holder | $985 | $6,933-85.8% | $10,799-90.9% | $6,260-84.3% |