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 | $50,412 | $70,428-28.4% | $96,562-47.8% | $85,850-41.3% |
| Participation rate | 71.3% | 61.8%+9.4pp | 69.8%+1.4pp | 69.3%+1.9pp |
| Annual return | 15.97% | 18.59%-2.6pp | 37.78%-21.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $803 | $1,413-43.2% | $2,356-65.9% | $2,565-68.7% |
| Participant deferral / active EE | $5,018 | $2,894+73.4% | $3,849+30.4% | $3,952+27.0% |
| Admin fee / account holder | $6,081 | $4,997+21.7% | $6,181-1.6% | $6,260-2.9% |