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 | $41,220 | $96,635-57.3% | $86,612-52.4% | $139,434-70.4% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 23.27% | 106.41%-83.1pp | 591.07%-567.8pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,789 | $3,263-45.2% | $3,022-40.8% | $4,751-62.4% |
| Participant deferral / active EE | $3,072 | $4,836-36.5% | $4,438-30.8% | $6,710-54.2% |
| Admin fee / account holder | $2,084 | $6,408-67.5% | $5,614-62.9% | $11,403-81.7% |