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 | $58,727 | $63,346-7.3% | $92,233-36.3% | $70,131-16.3% |
| Participation rate | 97.3% | 68.7%+28.6pp | 76.5%+20.8pp | 69.5%+27.8pp |
| Annual return | 13.80% | 530.12%-516.3pp | 176.28%-162.5pp | 73.14%-59.3pp |
| Employer contribution / active EE | $901 | $2,471-63.5% | $3,679-75.5% | $2,342-61.5% |
| Participant deferral / active EE | $1,600 | $2,854-43.9% | $3,897-59.0% | $3,332-52.0% |
| Admin fee / account holder | $955 | $3,840-75.1% | $5,194-81.6% | $4,645-79.4% |