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 | $66,659 | $142,405-53.2% | $115,157-42.1% | $152,861-56.4% |
| Participation rate | 95.7% | 82.4%+13.3pp | 75.9%+19.7pp | 82.4%+13.2pp |
| Annual return | 20.16% | 41.48%-21.3pp | 35.60%-15.4pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,030 | $4,010-49.4% | $3,179-36.1% | $4,762-57.4% |
| Participant deferral / active EE | $4,797 | $5,164-7.1% | $4,168+15.1% | $5,850-18.0% |
| Admin fee / account holder | $1,384 | $8,462-83.6% | $7,088-80.5% | $11,596-88.1% |