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 | $44,304 | $102,966-57.0% | $90,281-50.9% | $152,861-71.0% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 22.19% | 95.16%-73.0pp | 78.10%-55.9pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,196 | $3,139-61.9% | $2,854-58.1% | $4,762-74.9% |
| Participant deferral / active EE | $2,712 | $4,281-36.7% | $3,885-30.2% | $5,850-53.6% |
| Admin fee / account holder | $526 | $6,171-91.5% | $5,351-90.2% | $11,596-95.5% |