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 | $57,039 | $85,202-33.1% | $172,739-67.0% | $72,985-21.8% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.6%+16.3pp | 69.5%+29.5pp |
| Annual return | 25.22% | 27.32%-2.1pp | 802.84%-777.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $3,000 | $3,324-9.7% | $5,143-41.7% | $2,440+23.0% |
| Participant deferral / active EE | $3,232 | $3,260-0.9% | $5,198-37.8% | $3,607-10.4% |
| Admin fee / account holder | $865 | $5,884-85.3% | $13,954-93.8% | $5,124-83.1% |