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 | $48,653 | $96,635-49.7% | $86,612-43.8% | $139,434-65.1% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 17.06% | 106.41%-89.4pp | 591.07%-574.0pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,655 | $3,263-18.6% | $3,022-12.2% | $4,751-44.1% |
| Participant deferral / active EE | $2,931 | $4,836-39.4% | $4,438-34.0% | $6,710-56.3% |
| Admin fee / account holder | $4,555 | $6,408-28.9% | $5,614-18.9% | $11,403-60.1% |