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 | $53,848 | $102,966-47.7% | $90,281-40.4% | $152,861-64.8% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 22.57% | 95.16%-72.6pp | 78.10%-55.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,921 | $3,139-38.8% | $2,854-32.7% | $4,762-59.7% |
| Participant deferral / active EE | $1,927 | $4,281-55.0% | $3,885-50.4% | $5,850-67.1% |
| Admin fee / account holder | $868 | $6,171-85.9% | $5,351-83.8% | $11,596-92.5% |