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 | $47,415 | $78,672-39.7% | $109,143-56.6% | $85,850-44.8% |
| Participation rate | 82.1% | 68.3%+13.8pp | 75.9%+6.2pp | 69.3%+12.7pp |
| Annual return | 25.39% | 25.09%+0.3pp | 25.75%-0.4pp | 318.53%-293.1pp |
| Employer contribution / active EE | $4,576 | $2,735+67.3% | $3,722+22.9% | $2,565+78.4% |
| Participant deferral / active EE | $1,493 | $3,467-56.9% | $4,653-67.9% | $3,952-62.2% |
| Admin fee / account holder | $2,410 | $5,469-55.9% | $6,752-64.3% | $6,260-61.5% |