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 | $42,636 | $70,428-39.5% | $96,562-55.8% | $85,850-50.3% |
| Participation rate | 94.7% | 61.8%+32.9pp | 69.8%+24.9pp | 69.3%+25.4pp |
| Annual return | 11.67% | 18.59%-6.9pp | 37.78%-26.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,924 | $1,413+36.1% | $2,356-18.4% | $2,565-25.0% |
| Participant deferral / active EE | $4,329 | $2,894+49.6% | $3,849+12.5% | $3,952+9.5% |
| Admin fee / account holder | $4,254 | $4,997-14.9% | $6,181-31.2% | $6,260-32.0% |