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 | $96,252 | $102,317-5.9% | $146,958-34.5% | $80,856+19.0% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 20.11% | 134.76%-114.7pp | 418.34%-398.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $986 | $3,713-73.4% | $4,933-80.0% | $2,755-64.2% |
| Participant deferral / active EE | $5,672 | $6,644-14.6% | $8,070-29.7% | $4,296+32.0% |
| Admin fee / account holder | $2,807 | $7,941-64.7% | $12,998-78.4% | $6,918-59.4% |