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 | $58,066 | $105,181-44.8% | $159,436-63.6% | $85,850-32.4% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.8%+11.1pp | 69.3%+24.6pp |
| Annual return | 19.40% | 45.07%-25.7pp | 263.57%-244.2pp | 318.53%-299.1pp |
| Employer contribution / active EE | $5,734 | $3,318+72.8% | $4,829+18.7% | $2,565+123.5% |
| Participant deferral / active EE | $8,330 | $5,945+40.1% | $7,352+13.3% | $3,952+110.8% |
| Admin fee / account holder | $4,414 | $6,933-36.3% | $10,799-59.1% | $6,260-29.5% |