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 | $58,080 | $102,317-43.2% | $146,958-60.5% | $80,856-28.2% |
| Participation rate | 75.4% | 75.8%-0.5pp | 82.2%-6.8pp | 67.6%+7.7pp |
| Annual return | 14.79% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,701 | $3,713-54.2% | $4,933-65.5% | $2,755-38.3% |
| Participant deferral / active EE | $3,293 | $6,644-50.4% | $8,070-59.2% | $4,296-23.3% |
| Admin fee / account holder | $2,872 | $7,941-63.8% | $12,998-77.9% | $6,918-58.5% |