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 | $41,695 | $157,256-73.5% | $141,162-70.5% | $152,861-72.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 21.33% | 64.32%-43.0pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,139 | $5,261-59.3% | $4,735-54.8% | $4,762-55.1% |
| Participant deferral / active EE | $4,559 | $7,109-35.9% | $6,709-32.1% | $5,850-22.1% |
| Admin fee / account holder | $5,443 | $12,120-55.1% | $10,261-47.0% | $11,596-53.1% |