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 | $79,281 | $88,672-10.6% | $105,223-24.7% | $82,448-3.8% |
| Participation rate | 95.3% | 67.9%+27.4pp | 75.0%+20.3pp | 68.1%+27.3pp |
| Annual return | 15.70% | 30.86%-15.2pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,163 | $3,048-61.8% | $3,689-68.5% | $2,551-54.4% |
| Participant deferral / active EE | $3,861 | $4,036-4.3% | $5,072-23.9% | $4,139-6.7% |
| Admin fee / account holder | $6,621 | $7,146-7.4% | $8,859-25.3% | $7,234-8.5% |