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 | $44,150 | $137,414-67.9% | $189,513-76.7% | $85,850-48.6% |
| Participation rate | 90.6% | 84.6%+6.0pp | 87.8%+2.8pp | 69.3%+21.3pp |
| Annual return | 14.90% | 38.14%-23.2pp | 555.15%-540.2pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,543 | $4,344-64.5% | $6,162-75.0% | $2,565-39.8% |
| Participant deferral / active EE | $5,401 | $6,260-13.7% | $8,221-34.3% | $3,952+36.7% |
| Admin fee / account holder | $959 | $8,630-88.9% | $12,045-92.0% | $6,260-84.7% |