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 | $71,428 | $102,317-30.2% | $146,958-51.4% | $80,856-11.7% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.2%+2.1pp | 67.6%+16.6pp |
| Annual return | 19.20% | 134.76%-115.6pp | 418.34%-399.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $1,762 | $3,713-52.5% | $4,933-64.3% | $2,755-36.0% |
| Participant deferral / active EE | $4,204 | $6,644-36.7% | $8,070-47.9% | $4,296-2.1% |
| Admin fee / account holder | $4,107 | $7,941-48.3% | $12,998-68.4% | $6,918-40.6% |