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 | $35,428 | $159,901-77.8% | $146,958-75.9% | $145,922-75.7% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 12.27% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,439 | $5,286-53.9% | $4,933-50.5% | $4,660-47.6% |
| Participant deferral / active EE | $4,547 | $8,428-46.1% | $8,070-43.7% | $6,688-32.0% |
| Admin fee / account holder | $696 | $15,044-95.4% | $12,998-94.6% | $13,397-94.8% |