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 | $43,720 | $101,069-56.7% | $81,478-46.3% | $147,584-70.4% |
| Participation rate | 82.4% | 74.5%+7.9pp | 68.0%+14.4pp | 82.8%-0.5pp |
| Annual return | 13.91% | 32.40%-18.5pp | 38.78%-24.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,110 | $3,205-65.4% | $2,568-56.8% | $4,876-77.2% |
| Participant deferral / active EE | $2,484 | $4,242-41.4% | $3,537-29.8% | $5,439-54.3% |
| Admin fee / account holder | $17,389 | $5,812+199.2% | $4,561+281.3% | $10,885+59.8% |