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 | $41,988 | $142,405-70.5% | $115,157-63.5% | $152,861-72.5% |
| Participation rate | 84.6% | 82.4%+2.3pp | 75.9%+8.7pp | 82.4%+2.2pp |
| Annual return | 21.90% | 41.48%-19.6pp | 35.60%-13.7pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,994 | $4,010-50.3% | $3,179-37.3% | $4,762-58.1% |
| Participant deferral / active EE | $5,071 | $5,164-1.8% | $4,168+21.7% | $5,850-13.3% |
| Admin fee / account holder | $408 | $8,462-95.2% | $7,088-94.2% | $11,596-96.5% |