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 | $50,019 | $106,890-53.2% | $84,015-40.5% | $152,861-67.3% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.4%+8.5pp |
| Annual return | 12.28% | 104.99%-92.7pp | 71.31%-59.0pp | 345.32%-333.0pp |
| Employer contribution / active EE | $1,591 | $2,734-41.8% | $1,983-19.8% | $4,762-66.6% |
| Participant deferral / active EE | $1,039 | $4,011-74.1% | $3,239-67.9% | $5,850-82.2% |
| Admin fee / account holder | $2,381 | $8,285-71.3% | $6,101-61.0% | $11,596-79.5% |