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 | $37,168 | $102,317-63.7% | $146,958-74.7% | $80,856-54.0% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.2%+4.1pp | 67.6%+18.6pp |
| Annual return | 13.72% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,467 | $3,713-33.6% | $4,933-50.0% | $2,755-10.5% |
| Participant deferral / active EE | $6,182 | $6,644-7.0% | $8,070-23.4% | $4,296+43.9% |
| Admin fee / account holder | $2,460 | $7,941-69.0% | $12,998-81.1% | $6,918-64.4% |