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 | $31,007 | $95,416-67.5% | $185,823-83.3% | $85,850-63.9% |
| Participation rate | 94.5% | 68.8%+25.8pp | 81.7%+12.8pp | 69.3%+25.2pp |
| Annual return | 26.25% | 23.59%+2.7pp | 122.05%-95.8pp | 318.53%-292.3pp |
| Employer contribution / active EE | $1,319 | $3,314-60.2% | $5,167-74.5% | $2,565-48.6% |
| Participant deferral / active EE | $2,107 | $3,423-38.5% | $5,568-62.2% | $3,952-46.7% |
| Admin fee / account holder | $2,240 | $7,213-68.9% | $16,237-86.2% | $6,260-64.2% |