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 | $46,751 | $102,317-54.3% | $146,958-68.2% | $80,856-42.2% |
| Participation rate | 95.6% | 75.8%+19.7pp | 82.2%+13.4pp | 67.6%+27.9pp |
| Annual return | 15.47% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,052 | $3,713-44.7% | $4,933-58.4% | $2,755-25.5% |
| Participant deferral / active EE | $5,934 | $6,644-10.7% | $8,070-26.5% | $4,296+38.1% |
| Admin fee / account holder | $2,210 | $7,941-72.2% | $12,998-83.0% | $6,918-68.1% |