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 | $38,670 | $65,561-41.0% | $86,188-55.1% | $75,163-48.6% |
| Participation rate | 93.5% | 60.5%+33.0pp | 69.0%+24.5pp | 67.2%+26.3pp |
| Annual return | 14.91% | 46.05%-31.1pp | 1168.45%-1153.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $734 | $1,553-52.8% | $2,380-69.2% | $2,670-72.5% |
| Participant deferral / active EE | $4,314 | $3,024+42.7% | $3,985+8.2% | $4,125+4.6% |
| Admin fee / account holder | $5,184 | $5,474-5.3% | $6,852-24.3% | $5,651-8.3% |