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 | $47,294 | $97,757-51.6% | $83,848-43.6% | $135,375-65.1% |
| Participation rate | 84.2% | 80.0%+4.3pp | 76.1%+8.1pp | 82.6%+1.6pp |
| Annual return | 13.31% | 1287.37%-1274.1pp | 850.88%-837.6pp | 519.73%-506.4pp |
| Employer contribution / active EE | $756 | $4,222-82.1% | $3,631-79.2% | $4,779-84.2% |
| Participant deferral / active EE | $1,748 | $4,682-62.7% | $4,082-57.2% | $5,609-68.8% |
| Admin fee / account holder | $6,877 | $6,674+3.0% | $5,478+25.5% | $10,827-36.5% |