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 | $41,133 | $85,202-51.7% | $172,739-76.2% | $72,985-43.6% |
| Participation rate | 89.3% | 70.1%+19.2pp | 82.6%+6.6pp | 69.5%+19.8pp |
| Annual return | 22.45% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,719 | $3,324-48.3% | $5,143-66.6% | $2,440-29.5% |
| Participant deferral / active EE | $4,066 | $3,260+24.7% | $5,198-21.8% | $3,607+12.7% |
| Admin fee / account holder | $3,155 | $5,884-46.4% | $13,954-77.4% | $5,124-38.4% |