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 | $51,411 | $157,256-67.3% | $141,162-63.6% | $152,861-66.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 27.06% | 64.32%-37.3pp | 71.39%-44.3pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,422 | $5,261-73.0% | $4,735-70.0% | $4,762-70.1% |
| Participant deferral / active EE | $6,436 | $7,109-9.5% | $6,709-4.1% | $5,850+10.0% |
| Admin fee / account holder | $802 | $12,120-93.4% | $10,261-92.2% | $11,596-93.1% |