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 | $48,097 | $58,208-17.4% | $81,812-41.2% | $80,856-40.5% |
| Participation rate | 70.0% | 63.4%+6.6pp | 72.3%-2.3pp | 67.6%+2.4pp |
| Annual return | 12.38% | 41.66%-29.3pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,576 | $2,340+10.1% | $2,912-11.6% | $2,755-6.5% |
| Participant deferral / active EE | $1,912 | $3,281-41.7% | $4,319-55.7% | $4,296-55.5% |
| Admin fee / account holder | $7,796 | $4,981+56.5% | $7,386+5.6% | $6,918+12.7% |