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 | $49,439 | $127,065-61.1% | $113,168-56.3% | $142,382-65.3% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 15.30% | 24.03%-8.7pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,539 | $3,442-55.3% | $2,975-48.3% | $4,299-64.2% |
| Participant deferral / active EE | $2,794 | $5,716-51.1% | $5,107-45.3% | $6,507-57.1% |
| Admin fee / account holder | $378 | $15,736-97.6% | $12,068-96.9% | $12,624-97.0% |