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 | $47,394 | $126,574-62.6% | $106,213-55.4% | $145,922-67.5% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 11.97% | 224.79%-212.8pp | 116.14%-104.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,754 | $3,730-53.0% | $3,171-44.7% | $4,660-62.4% |
| Participant deferral / active EE | $2,360 | $5,724-58.8% | $5,016-52.9% | $6,688-64.7% |
| Admin fee / account holder | $347 | $17,304-98.0% | $11,033-96.9% | $13,397-97.4% |