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 | $39,838 | $77,145-48.4% | $108,410-63.3% | $85,850-53.6% |
| Participation rate | 98.2% | 74.7%+23.5pp | 80.1%+18.0pp | 69.3%+28.9pp |
| Annual return | 15.10% | 44.54%-29.4pp | 905.27%-890.2pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,520 | $2,379+5.9% | $3,558-29.2% | $2,565-1.8% |
| Participant deferral / active EE | $3,990 | $5,566-28.3% | $6,563-39.2% | $3,952+1.0% |
| Admin fee / account holder | $4,381 | $5,172-15.3% | $7,295-40.0% | $6,260-30.0% |