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 | $59,296 | $89,753-33.9% | $107,525-44.9% | $84,808-30.1% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 13.25% | 29.48%-16.2pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $4,756 | $3,113+52.7% | $3,754+26.7% | $2,631+80.8% |
| Participant deferral / active EE | $3,661 | $4,056-9.7% | $5,116-28.4% | $4,212-13.1% |
| Admin fee / account holder | $2,483 | $7,222-65.6% | $8,919-72.2% | $7,344-66.2% |