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 | $51,304 | $99,985-48.7% | $146,665-65.0% | $85,850-40.2% |
| Participation rate | 85.2% | 73.1%+12.1pp | 80.1%+5.1pp | 69.3%+15.9pp |
| Annual return | 13.46% | 18.93%-5.5pp | 22.74%-9.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,284 | $2,559-49.8% | $4,136-68.9% | $2,565-49.9% |
| Participant deferral / active EE | $2,135 | $4,006-46.7% | $5,506-61.2% | $3,952-46.0% |
| Admin fee / account holder | $984 | $7,702-87.2% | $10,280-90.4% | $6,260-84.3% |