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 | $48,949 | $102,317-52.2% | $146,958-66.7% | $80,856-39.5% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 17.55% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,363 | $3,713-36.4% | $4,933-52.1% | $2,755-14.2% |
| Participant deferral / active EE | $4,077 | $6,644-38.6% | $8,070-49.5% | $4,296-5.1% |
| Admin fee / account holder | $773 | $7,941-90.3% | $12,998-94.1% | $6,918-88.8% |