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 | $29,051 | $56,114-48.2% | $96,139-69.8% | $85,850-66.2% |
| Participation rate | 90.4% | 56.7%+33.7pp | 68.4%+21.9pp | 69.3%+21.1pp |
| Annual return | 19.56% | 42.30%-22.7pp | 191.94%-172.4pp | 318.53%-299.0pp |
| Employer contribution / active EE | $2,417 | $1,620+49.2% | $2,797-13.6% | $2,565-5.8% |
| Participant deferral / active EE | $4,280 | $2,859+49.7% | $4,349-1.6% | $3,952+8.3% |
| Admin fee / account holder | $476 | $3,768-87.4% | $5,537-91.4% | $6,260-92.4% |