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 | $48,057 | $89,753-46.5% | $107,525-55.3% | $84,808-43.3% |
| Participation rate | 91.4% | 68.1%+23.3pp | 75.1%+16.3pp | 68.3%+23.1pp |
| Annual return | 21.28% | 29.48%-8.2pp | 181.32%-160.0pp | 40.90%-19.6pp |
| Employer contribution / active EE | $986 | $3,113-68.3% | $3,754-73.7% | $2,631-62.5% |
| Participant deferral / active EE | $5,241 | $4,056+29.2% | $5,116+2.4% | $4,212+24.4% |
| Admin fee / account holder | $3,681 | $7,222-49.0% | $8,919-58.7% | $7,344-49.9% |