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 | $37,549 | $159,901-76.5% | $146,958-74.4% | $145,922-74.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 30.09% | 98.13%-68.0pp | 418.34%-388.2pp | 561.29%-531.2pp |
| Employer contribution / active EE | $2,108 | $5,286-60.1% | $4,933-57.3% | $4,660-54.8% |
| Participant deferral / active EE | $4,268 | $8,428-49.4% | $8,070-47.1% | $6,688-36.2% |
| Admin fee / account holder | $2,425 | $15,044-83.9% | $12,998-81.3% | $13,397-81.9% |