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 | $47,217 | $98,750-52.2% | $149,696-68.5% | $79,858-40.9% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.5%+12.0pp | 69.6%+24.8pp |
| Annual return | 19.71% | 27.43%-7.7pp | 276.60%-256.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $4,455 | $3,216+38.5% | $4,644-4.1% | $2,471+80.3% |
| Participant deferral / active EE | $5,243 | $5,680-7.7% | $6,842-23.4% | $3,740+40.2% |
| Admin fee / account holder | $1,293 | $6,053-78.6% | $9,309-86.1% | $5,306-75.6% |