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 | $45,230 | $93,373-51.6% | $152,466-70.3% | $85,850-47.3% |
| Participation rate | 82.9% | 70.1%+12.8pp | 78.2%+4.7pp | 69.3%+13.5pp |
| Annual return | 14.09% | 21.84%-7.8pp | 757.33%-743.2pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,105 | $2,996-63.1% | $4,327-74.5% | $2,565-56.9% |
| Participant deferral / active EE | $2,601 | $4,550-42.8% | $5,820-55.3% | $3,952-34.2% |
| Admin fee / account holder | $2,339 | $13,853-83.1% | $15,805-85.2% | $6,260-62.6% |