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 | $48,041 | $158,398-69.7% | $126,539-62.0% | $142,382-66.3% |
| Participation rate | 84.2% | 75.8%+8.4pp | 69.8%+14.4pp | 80.1%+4.1pp |
| Annual return | 10.37% | 593.76%-583.4pp | 425.95%-415.6pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,081 | $4,650-76.8% | $3,674-70.6% | $4,299-74.9% |
| Participant deferral / active EE | $2,996 | $4,767-37.1% | $4,083-26.6% | $6,507-54.0% |
| Admin fee / account holder | $7,300 | $6,918+5.5% | $6,065+20.4% | $12,624-42.2% |