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 | $45,272 | $98,750-54.2% | $149,696-69.8% | $79,858-43.3% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.9pp |
| Annual return | 22.24% | 27.43%-5.2pp | 276.60%-254.4pp | 31.71%-9.5pp |
| Employer contribution / active EE | $1,634 | $3,216-49.2% | $4,644-64.8% | $2,471-33.8% |
| Participant deferral / active EE | $5,625 | $5,680-1.0% | $6,842-17.8% | $3,740+50.4% |
| Admin fee / account holder | $3,550 | $6,053-41.3% | $9,309-61.9% | $5,306-33.1% |