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 | $32,541 | $76,000-57.2% | $154,107-78.9% | $64,186-49.3% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | 88.11% | 30.32%+57.8pp | 735.12%-647.0pp | 7.63%+80.5pp |
| Employer contribution / active EE | $2,472 | $3,351-26.2% | $5,298-53.3% | $2,381+3.8% |
| Participant deferral / active EE | $2,624 | $3,175-17.3% | $5,081-48.3% | $3,470-24.4% |
| Admin fee / account holder | $20,256 | $5,596+262.0% | $13,411+51.0% | $4,888+314.4% |