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 | $33,162 | $158,398-79.1% | $126,539-73.8% | $142,382-76.7% |
| Participation rate | 78.9% | 75.8%+3.1pp | 69.8%+9.1pp | 80.1%-1.2pp |
| Annual return | 11.08% | 593.76%-582.7pp | 425.95%-414.9pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,079 | $4,650-55.3% | $3,674-43.4% | $4,299-51.6% |
| Participant deferral / active EE | $1,082 | $4,767-77.3% | $4,083-73.5% | $6,507-83.4% |
| Admin fee / account holder | $5,166 | $6,918-25.3% | $6,065-14.8% | $12,624-59.1% |