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 | $45,260 | $60,124-24.7% | $90,404-49.9% | $79,858-43.3% |
| Participation rate | 96.4% | 65.0%+31.4pp | 72.7%+23.7pp | 69.6%+26.7pp |
| Annual return | 18.43% | 71.94%-53.5pp | 1293.02%-1274.6pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,481 | $2,068-28.4% | $3,262-54.6% | $2,471-40.1% |
| Participant deferral / active EE | $3,423 | $2,938+16.5% | $3,963-13.6% | $3,740-8.5% |
| Admin fee / account holder | $1,877 | $3,976-52.8% | $5,611-66.5% | $5,306-64.6% |