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 | $49,130 | $56,114-12.4% | $96,139-48.9% | $85,850-42.8% |
| Participation rate | 86.2% | 56.7%+29.5pp | 68.4%+17.8pp | 69.3%+16.9pp |
| Annual return | 19.55% | 42.30%-22.8pp | 191.94%-172.4pp | 318.53%-299.0pp |
| Employer contribution / active EE | $3,003 | $1,620+85.4% | $2,797+7.4% | $2,565+17.1% |
| Participant deferral / active EE | $5,678 | $2,859+98.6% | $4,349+30.6% | $3,952+43.7% |
| Admin fee / account holder | $6,594 | $3,768+75.0% | $5,537+19.1% | $6,260+5.3% |