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 | $59,458 | $85,202-30.2% | $172,739-65.6% | $72,985-18.5% |
| Participation rate | 87.1% | 70.1%+17.0pp | 82.6%+4.5pp | 69.5%+17.6pp |
| Annual return | 21.78% | 27.32%-5.5pp | 802.84%-781.1pp | 81.00%-59.2pp |
| Employer contribution / active EE | $4,320 | $3,324+29.9% | $5,143-16.0% | $2,440+77.1% |
| Participant deferral / active EE | $3,229 | $3,260-1.0% | $5,198-37.9% | $3,607-10.5% |
| Admin fee / account holder | $336 | $5,884-94.3% | $13,954-97.6% | $5,124-93.4% |