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 | $71,484 | $54,705+30.7% | $71,209+0.4% | $84,808-15.7% |
| Participation rate | 85.7% | 64.1%+21.6pp | 73.8%+12.0pp | 68.3%+17.4pp |
| Annual return | 15.49% | 35.90%-20.4pp | 282.51%-267.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,091 | $2,158-49.4% | $2,721-59.9% | $2,631-58.5% |
| Participant deferral / active EE | $3,754 | $3,030+23.9% | $4,175-10.1% | $4,212-10.9% |
| Admin fee / account holder | $33,407 | $4,863+586.9% | $5,349+524.6% | $7,344+354.9% |