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 | $55,851 | $157,256-64.5% | $141,162-60.4% | $152,861-63.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 18.12% | 64.32%-46.2pp | 71.39%-53.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,730 | $5,261-48.1% | $4,735-42.3% | $4,762-42.7% |
| Participant deferral / active EE | $5,139 | $7,109-27.7% | $6,709-23.4% | $5,850-12.2% |
| Admin fee / account holder | $4,896 | $12,120-59.6% | $10,261-52.3% | $11,596-57.8% |