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 | $47,626 | $65,365-27.1% | $92,893-48.7% | $72,985-34.7% |
| Participation rate | 71.1% | 68.3%+2.8pp | 76.0%-4.9pp | 69.5%+1.6pp |
| Annual return | 56.97% | 42.10%+14.9pp | 109.41%-52.4pp | 81.00%-24.0pp |
| Employer contribution / active EE | $1,585 | $2,594-38.9% | $3,653-56.6% | $2,440-35.0% |
| Participant deferral / active EE | $2,883 | $3,128-7.8% | $4,236-31.9% | $3,607-20.1% |
| Admin fee / account holder | $8,160 | $4,251+91.9% | $5,794+40.8% | $5,124+59.2% |