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 | $62,798 | $157,256-60.1% | $141,162-55.5% | $152,861-58.9% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 18.26% | 64.32%-46.1pp | 71.39%-53.1pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,695 | $5,261-67.8% | $4,735-64.2% | $4,762-64.4% |
| Participant deferral / active EE | $3,446 | $7,109-51.5% | $6,709-48.6% | $5,850-41.1% |
| Admin fee / account holder | $1,162 | $12,120-90.4% | $10,261-88.7% | $11,596-90.0% |