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 | $41,106 | $165,335-75.1% | $149,696-72.5% | $158,922-74.1% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 15.40% | 348.15%-332.7pp | 276.60%-261.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,316 | $5,103-74.2% | $4,644-71.7% | $4,761-72.4% |
| Participant deferral / active EE | $4,500 | $7,181-37.3% | $6,842-34.2% | $5,982-24.8% |
| Admin fee / account holder | $634 | $10,807-94.1% | $9,309-93.2% | $11,246-94.4% |