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 | $47,376 | $101,069-53.1% | $81,478-41.9% | $147,584-67.9% |
| Participation rate | 95.5% | 74.5%+21.0pp | 68.0%+27.5pp | 82.8%+12.6pp |
| Annual return | 12.62% | 32.40%-19.8pp | 38.78%-26.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,965 | $3,205-38.7% | $2,568-23.5% | $4,876-59.7% |
| Participant deferral / active EE | $2,440 | $4,242-42.5% | $3,537-31.0% | $5,439-55.1% |
| Admin fee / account holder | $1,143 | $5,812-80.3% | $4,561-74.9% | $10,885-89.5% |