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 | $29,639 | $159,901-81.5% | $146,958-79.8% | $145,922-79.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 11.88% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,658 | $5,286-68.6% | $4,933-66.4% | $4,660-64.4% |
| Participant deferral / active EE | $3,148 | $8,428-62.7% | $8,070-61.0% | $6,688-52.9% |
| Admin fee / account holder | $1,737 | $15,044-88.5% | $12,998-86.6% | $13,397-87.0% |