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 | $44,726 | $105,181-57.5% | $159,436-71.9% | $85,850-47.9% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.8%-5.9pp | 69.3%+7.6pp |
| Annual return | 15.62% | 45.07%-29.5pp | 263.57%-247.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,933 | $3,318-11.6% | $4,829-39.3% | $2,565+14.3% |
| Participant deferral / active EE | $7,941 | $5,945+33.6% | $7,352+8.0% | $3,952+101.0% |
| Admin fee / account holder | $3,512 | $6,933-49.3% | $10,799-67.5% | $6,260-43.9% |