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 | $72,895 | $105,181-30.7% | $159,436-54.3% | $85,850-15.1% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.8%+1.8pp | 69.3%+15.3pp |
| Annual return | 13.57% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,184 | $3,318-34.2% | $4,829-54.8% | $2,565-14.9% |
| Participant deferral / active EE | $4,379 | $5,945-26.3% | $7,352-40.4% | $3,952+10.8% |
| Admin fee / account holder | $3,803 | $6,933-45.1% | $10,799-64.8% | $6,260-39.2% |