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 | $73,741 | $95,416-22.7% | $185,823-60.3% | $85,850-14.1% |
| Participation rate | 96.5% | 68.8%+27.7pp | 81.7%+14.8pp | 69.3%+27.2pp |
| Annual return | 16.81% | 23.59%-6.8pp | 122.05%-105.2pp | 318.53%-301.7pp |
| Employer contribution / active EE | $644 | $3,314-80.6% | $5,167-87.5% | $2,565-74.9% |
| Participant deferral / active EE | $2,242 | $3,423-34.5% | $5,568-59.7% | $3,952-43.3% |
| Admin fee / account holder | $1,406 | $7,213-80.5% | $16,237-91.3% | $6,260-77.5% |