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 | $46,465 | $157,256-70.5% | $141,162-67.1% | $152,861-69.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.88% | 64.32%-37.4pp | 71.39%-44.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $3,073 | $5,261-41.6% | $4,735-35.1% | $4,762-35.5% |
| Participant deferral / active EE | $6,059 | $7,109-14.8% | $6,709-9.7% | $5,850+3.6% |
| Admin fee / account holder | $2,940 | $12,120-75.7% | $10,261-71.4% | $11,596-74.6% |