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 | $45,018 | $89,355-49.6% | $141,162-68.1% | $72,985-38.3% |
| Participation rate | 84.5% | 75.1%+9.4pp | 82.5%+2.0pp | 69.5%+15.0pp |
| Annual return | 23.14% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,223 | $3,114-28.6% | $4,735-53.1% | $2,440-8.9% |
| Participant deferral / active EE | $4,406 | $5,418-18.7% | $6,709-34.3% | $3,607+22.1% |
| Admin fee / account holder | $3,345 | $5,958-43.9% | $10,261-67.4% | $5,124-34.7% |