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 | $75,972 | $88,672-14.3% | $105,223-27.8% | $82,448-7.9% |
| Participation rate | 77.8% | 67.9%+9.9pp | 75.0%+2.7pp | 68.1%+9.7pp |
| Annual return | 15.18% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,910 | $3,048+28.3% | $3,689+6.0% | $2,551+53.3% |
| Participant deferral / active EE | $7,209 | $4,036+78.6% | $5,072+42.1% | $4,139+74.2% |
| Admin fee / account holder | $17,121 | $7,146+139.6% | $8,859+93.3% | $7,234+136.7% |