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 | $52,902 | $64,839-18.4% | $95,585-44.7% | $84,808-37.6% |
| Participation rate | 90.7% | 63.8%+26.9pp | 72.1%+18.6pp | 68.3%+22.4pp |
| Annual return | 16.63% | -670.96%+687.6pp | 38.56%-21.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $944 | $1,759-46.3% | $2,527-62.6% | $2,631-64.1% |
| Participant deferral / active EE | $4,231 | $2,965+42.7% | $4,023+5.2% | $4,212+0.5% |
| Admin fee / account holder | $3,901 | $5,964-34.6% | $6,127-36.3% | $7,344-46.9% |