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 | $47,975 | $105,181-54.4% | $159,436-69.9% | $85,850-44.1% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.8%+6.4pp | 69.3%+19.9pp |
| Annual return | 13.47% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,479 | $3,318-25.3% | $4,829-48.7% | $2,565-3.3% |
| Participant deferral / active EE | $6,737 | $5,945+13.3% | $7,352-8.4% | $3,952+70.5% |
| Admin fee / account holder | $5,460 | $6,933-21.3% | $10,799-49.4% | $6,260-12.8% |