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 | $58,359 | $85,202-31.5% | $172,739-66.2% | $72,985-20.0% |
| Participation rate | 93.1% | 70.1%+23.0pp | 82.6%+10.5pp | 69.5%+23.6pp |
| Annual return | 17.15% | 27.32%-10.2pp | 802.84%-785.7pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,814 | $3,324-45.4% | $5,143-64.7% | $2,440-25.6% |
| Participant deferral / active EE | $2,512 | $3,260-23.0% | $5,198-51.7% | $3,607-30.4% |
| Admin fee / account holder | $6,774 | $5,884+15.1% | $13,954-51.5% | $5,124+32.2% |