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 | $54,447 | $95,416-42.9% | $185,823-70.7% | $85,850-36.6% |
| Participation rate | 76.9% | 68.8%+8.2pp | 81.7%-4.8pp | 69.3%+7.6pp |
| Annual return | 27.82% | 23.59%+4.2pp | 122.05%-94.2pp | 318.53%-290.7pp |
| Employer contribution / active EE | $2,513 | $3,314-24.2% | $5,167-51.4% | $2,565-2.0% |
| Participant deferral / active EE | $3,589 | $3,423+4.8% | $5,568-35.5% | $3,952-9.2% |
| Admin fee / account holder | $1,884 | $7,213-73.9% | $16,237-88.4% | $6,260-69.9% |