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 | $42,041 | $71,192-40.9% | $117,854-64.3% | $62,292-32.5% |
| Participation rate | 81.6% | 74.2%+7.3pp | 79.7%+1.9pp | 69.5%+12.0pp |
| Annual return | 14.78% | 18.66%-3.9pp | 335.08%-320.3pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,421 | $1,934-26.5% | $3,786-62.5% | $2,042-30.4% |
| Participant deferral / active EE | $4,323 | $3,189+35.6% | $4,482-3.5% | $3,169+36.4% |
| Admin fee / account holder | $501 | $587-14.6% | $8,020-93.7% | $479+4.6% |