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 | $44,207 | $102,317-56.8% | $146,958-69.9% | $80,856-45.3% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 15.18% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,689 | $3,713-54.5% | $4,933-65.8% | $2,755-38.7% |
| Participant deferral / active EE | $2,671 | $6,644-59.8% | $8,070-66.9% | $4,296-37.8% |
| Admin fee / account holder | $5,954 | $7,941-25.0% | $12,998-54.2% | $6,918-13.9% |