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 | $46,151 | $85,202-45.8% | $172,739-73.3% | $72,985-36.8% |
| Participation rate | 95.3% | 70.1%+25.3pp | 82.6%+12.7pp | 69.5%+25.8pp |
| Annual return | 24.19% | 27.32%-3.1pp | 802.84%-778.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $3,201 | $3,324-3.7% | $5,143-37.8% | $2,440+31.2% |
| Participant deferral / active EE | $3,062 | $3,260-6.1% | $5,198-41.1% | $3,607-15.1% |
| Admin fee / account holder | $4,749 | $5,884-19.3% | $13,954-66.0% | $5,124-7.3% |