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 | $44,470 | $65,409-32.0% | $98,442-54.8% | $85,850-48.2% |
| Participation rate | 87.1% | 65.0%+22.1pp | 73.3%+13.8pp | 69.3%+17.8pp |
| Annual return | 18.32% | 21.76%-3.4pp | 1492.73%-1474.4pp | 318.53%-300.2pp |
| Employer contribution / active EE | $3,652 | $2,168+68.5% | $2,960+23.4% | $2,565+42.4% |
| Participant deferral / active EE | $7,473 | $3,166+136.0% | $4,276+74.8% | $3,952+89.1% |
| Admin fee / account holder | $1,061 | $4,593-76.9% | $5,949-82.2% | $6,260-83.0% |