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 | $57,780 | $88,672-34.8% | $105,223-45.1% | $82,448-29.9% |
| Participation rate | 72.4% | 67.9%+4.5pp | 75.0%-2.6pp | 68.1%+4.3pp |
| Annual return | 16.66% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,649 | $3,048-13.1% | $3,689-28.2% | $2,551+3.9% |
| Participant deferral / active EE | $5,578 | $4,036+38.2% | $5,072+10.0% | $4,139+34.8% |
| Admin fee / account holder | $448 | $7,146-93.7% | $8,859-94.9% | $7,234-93.8% |