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 | $52,269 | $63,346-17.5% | $92,233-43.3% | $70,131-25.5% |
| Participation rate | 93.5% | 68.7%+24.8pp | 76.5%+17.0pp | 69.5%+23.9pp |
| Annual return | 16.71% | 530.12%-513.4pp | 176.28%-159.6pp | 73.14%-56.4pp |
| Employer contribution / active EE | $704 | $2,471-71.5% | $3,679-80.9% | $2,342-70.0% |
| Participant deferral / active EE | $3,581 | $2,854+25.5% | $3,897-8.1% | $3,332+7.5% |
| Admin fee / account holder | $399 | $3,840-89.6% | $5,194-92.3% | $4,645-91.4% |