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 | $45,114 | $85,202-47.1% | $172,739-73.9% | $72,985-38.2% |
| Participation rate | 73.6% | 70.1%+3.6pp | 82.6%-9.0pp | 69.5%+4.1pp |
| Annual return | 23.01% | 27.32%-4.3pp | 802.84%-779.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,837 | $3,324-44.8% | $5,143-64.3% | $2,440-24.7% |
| Participant deferral / active EE | $3,029 | $3,260-7.1% | $5,198-41.7% | $3,607-16.0% |
| Admin fee / account holder | $4,544 | $5,884-22.8% | $13,954-67.4% | $5,124-11.3% |