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 | $43,487 | $115,770-62.4% | $101,248-57.0% | $158,922-72.6% |
| Participation rate | 81.3% | 79.4%+1.9pp | 75.8%+5.4pp | 82.0%-0.7pp |
| Annual return | 14.87% | 56.14%-41.3pp | 46.47%-31.6pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,222 | $4,175-70.7% | $3,660-66.6% | $4,761-74.3% |
| Participant deferral / active EE | $1,990 | $4,957-59.9% | $4,370-54.5% | $5,982-66.7% |
| Admin fee / account holder | $301 | $7,245-95.9% | $5,945-94.9% | $11,246-97.3% |