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 | $30,451 | $85,202-64.3% | $172,739-82.4% | $72,985-58.3% |
| Participation rate | 70.3% | 70.1%+0.2pp | 82.6%-12.4pp | 69.5%+0.8pp |
| Annual return | 22.05% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,662 | $3,324-50.0% | $5,143-67.7% | $2,440-31.9% |
| Participant deferral / active EE | $2,301 | $3,260-29.4% | $5,198-55.7% | $3,607-36.2% |
| Admin fee / account holder | $6,048 | $5,884+2.8% | $13,954-56.7% | $5,124+18.0% |