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 | $29,706 | $159,901-81.4% | $146,958-79.8% | $145,922-79.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 11.28% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,674 | $5,286-68.3% | $4,933-66.1% | $4,660-64.1% |
| Participant deferral / active EE | $3,571 | $8,428-57.6% | $8,070-55.8% | $6,688-46.6% |
| Admin fee / account holder | $5,191 | $15,044-65.5% | $12,998-60.1% | $13,397-61.3% |