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 | $24,186 | $95,416-74.7% | $185,823-87.0% | $85,850-71.8% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.5pp | 69.3%+26.8pp |
| Annual return | 16.33% | 23.59%-7.3pp | 122.05%-105.7pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,133 | $3,314-35.6% | $5,167-58.7% | $2,565-16.8% |
| Participant deferral / active EE | $1,497 | $3,423-56.3% | $5,568-73.1% | $3,952-62.1% |
| Admin fee / account holder | $1,404 | $7,213-80.5% | $16,237-91.4% | $6,260-77.6% |