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 | $57,296 | $157,256-63.6% | $141,162-59.4% | $152,861-62.5% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 20.10% | 64.32%-44.2pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,616 | $5,261-50.3% | $4,735-44.8% | $4,762-45.1% |
| Participant deferral / active EE | $4,132 | $7,109-41.9% | $6,709-38.4% | $5,850-29.4% |
| Admin fee / account holder | $2,138 | $12,120-82.4% | $10,261-79.2% | $11,596-81.6% |