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 | $45,446 | $137,414-66.9% | $189,513-76.0% | $85,850-47.1% |
| Participation rate | 89.1% | 84.6%+4.5pp | 87.8%+1.3pp | 69.3%+19.8pp |
| Annual return | 13.15% | 38.14%-25.0pp | 555.15%-542.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,750 | $4,344-59.7% | $6,162-71.6% | $2,565-31.8% |
| Participant deferral / active EE | $3,945 | $6,260-37.0% | $8,221-52.0% | $3,952-0.2% |
| Admin fee / account holder | $4,972 | $8,630-42.4% | $12,045-58.7% | $6,260-20.6% |