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 | $48,858 | $112,096-56.4% | $95,952-49.1% | $158,922-69.3% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 27.03% | 171.09%-144.1pp | 91.61%-64.6pp | 302.83%-275.8pp |
| Employer contribution / active EE | $2,003 | $3,198-37.4% | $2,541-21.2% | $4,761-57.9% |
| Participant deferral / active EE | $3,617 | $4,784-24.4% | $4,167-13.2% | $5,982-39.5% |
| Admin fee / account holder | $3,386 | $10,130-66.6% | $6,795-50.2% | $11,246-69.9% |