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 | $50,138 | $99,985-49.9% | $146,665-65.8% | $85,850-41.6% |
| Participation rate | 88.1% | 73.1%+15.0pp | 80.1%+8.0pp | 69.3%+18.8pp |
| Annual return | 28.32% | 18.93%+9.4pp | 22.74%+5.6pp | 318.53%-290.2pp |
| Employer contribution / active EE | $2,852 | $2,559+11.5% | $4,136-31.1% | $2,565+11.2% |
| Participant deferral / active EE | $2,978 | $4,006-25.6% | $5,506-45.9% | $3,952-24.6% |
| Admin fee / account holder | $398 | $7,702-94.8% | $10,280-96.1% | $6,260-93.6% |