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 | $58,742 | $105,181-44.2% | $159,436-63.2% | $85,850-31.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 21.73% | 45.07%-23.3pp | 263.57%-241.8pp | 318.53%-296.8pp |
| Employer contribution / active EE | $4,479 | $3,318+35.0% | $4,829-7.2% | $2,565+74.6% |
| Participant deferral / active EE | $8,688 | $5,945+46.1% | $7,352+18.2% | $3,952+119.9% |
| Admin fee / account holder | $3,520 | $6,933-49.2% | $10,799-67.4% | $6,260-43.8% |