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 | $48,277 | $96,128-49.8% | $136,007-64.5% | $80,856-40.3% |
| Participation rate | 76.5% | 71.2%+5.2pp | 76.5%0pp | 67.6%+8.8pp |
| Annual return | 12.06% | 28.71%-16.6pp | 579.32%-567.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,150 | $3,351-65.7% | $4,217-72.7% | $2,755-58.3% |
| Participant deferral / active EE | $7,101 | $5,709+24.4% | $7,025+1.1% | $4,296+65.3% |
| Admin fee / account holder | $5,092 | $8,236-38.2% | $6,858-25.8% | $6,918-26.4% |