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 | $52,666 | $73,515-28.4% | $62,995-16.4% | $147,584-64.3% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.8%+7.0pp | 82.8%-1.0pp |
| Annual return | 11.90% | 175.43%-163.5pp | 87.57%-75.7pp | 578.55%-566.6pp |
| Employer contribution / active EE | $2,542 | $3,320-23.4% | $2,759-7.9% | $4,876-47.9% |
| Participant deferral / active EE | $1,420 | $4,185-66.1% | $3,329-57.3% | $5,439-73.9% |
| Admin fee / account holder | $1,598 | $5,953-73.2% | $3,600-55.6% | $10,885-85.3% |