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 | $49,255 | $105,181-53.2% | $159,436-69.1% | $85,850-42.6% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.8%-6.4pp | 69.3%+7.2pp |
| Annual return | 15.40% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,631 | $3,318-20.7% | $4,829-45.5% | $2,565+2.6% |
| Participant deferral / active EE | $4,943 | $5,945-16.8% | $7,352-32.8% | $3,952+25.1% |
| Admin fee / account holder | $5,836 | $6,933-15.8% | $10,799-46.0% | $6,260-6.8% |