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 | $41,291 | $86,286-52.1% | $111,297-62.9% | $85,850-51.9% |
| Participation rate | 97.6% | 73.3%+24.3pp | 77.3%+20.3pp | 69.3%+28.3pp |
| Annual return | 19.67% | 19.99%-0.3pp | 54.65%-35.0pp | 318.53%-298.9pp |
| Employer contribution / active EE | $2,574 | $2,043+26.0% | $2,731-5.7% | $2,565+0.4% |
| Participant deferral / active EE | $5,065 | $3,641+39.1% | $4,487+12.9% | $3,952+28.2% |
| Admin fee / account holder | $778 | $8,188-90.5% | $7,964-90.2% | $6,260-87.6% |