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 | $46,785 | $85,202-45.1% | $172,739-72.9% | $72,985-35.9% |
| Participation rate | 93.0% | 70.1%+23.0pp | 82.6%+10.4pp | 69.5%+23.5pp |
| Annual return | 17.80% | 27.32%-9.5pp | 802.84%-785.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $2,382 | $3,324-28.3% | $5,143-53.7% | $2,440-2.4% |
| Participant deferral / active EE | $4,209 | $3,260+29.1% | $5,198-19.0% | $3,607+16.7% |
| Admin fee / account holder | $964 | $5,884-83.6% | $13,954-93.1% | $5,124-81.2% |