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 | $48,313 | $111,724-56.8% | $93,606-48.4% | $145,922-66.9% |
| Participation rate | 95.7% | 74.2%+21.4pp | 68.7%+26.9pp | 80.3%+15.4pp |
| Annual return | 15.06% | 202.98%-187.9pp | 133.20%-118.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,661 | $3,090-46.2% | $2,420-31.4% | $4,660-64.4% |
| Participant deferral / active EE | $3,546 | $4,912-27.8% | $4,411-19.6% | $6,688-47.0% |
| Admin fee / account holder | $2,194 | $10,250-78.6% | $8,285-73.5% | $13,397-83.6% |