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 | $28,571 | $102,966-72.3% | $90,281-68.4% | $152,861-81.3% |
| Participation rate | 79.2% | 75.9%+3.3pp | 73.3%+5.9pp | 82.4%-3.3pp |
| Annual return | 25.44% | 95.16%-69.7pp | 78.10%-52.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,199 | $3,139-61.8% | $2,854-58.0% | $4,762-74.8% |
| Participant deferral / active EE | $1,248 | $4,281-70.8% | $3,885-67.9% | $5,850-78.7% |
| Admin fee / account holder | $1,971 | $6,171-68.1% | $5,351-63.2% | $11,596-83.0% |