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 | $50,236 | $95,416-47.4% | $185,823-73.0% | $85,850-41.5% |
| Participation rate | 72.0% | 68.8%+3.2pp | 81.7%-9.7pp | 69.3%+2.7pp |
| Annual return | 15.06% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.5pp |
| Employer contribution / active EE | $4,694 | $3,314+41.6% | $5,167-9.2% | $2,565+83.0% |
| Participant deferral / active EE | $4,135 | $3,423+20.8% | $5,568-25.7% | $3,952+4.6% |
| Admin fee / account holder | $648 | $7,213-91.0% | $16,237-96.0% | $6,260-89.6% |