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 | $46,057 | $114,381-59.7% | $107,525-57.2% | $142,382-67.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.61% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,614 | $4,015-59.8% | $3,754-57.0% | $4,299-62.5% |
| Participant deferral / active EE | $4,941 | $5,564-11.2% | $5,116-3.4% | $6,507-24.1% |
| Admin fee / account holder | $5,919 | $9,860-40.0% | $8,919-33.6% | $12,624-53.1% |