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 | $39,155 | $102,317-61.7% | $146,958-73.4% | $80,856-51.6% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.2%-5.4pp | 67.6%+9.1pp |
| Annual return | 23.63% | 134.76%-111.1pp | 418.34%-394.7pp | 35.59%-12.0pp |
| Employer contribution / active EE | $2,564 | $3,713-31.0% | $4,933-48.0% | $2,755-6.9% |
| Participant deferral / active EE | $5,078 | $6,644-23.6% | $8,070-37.1% | $4,296+18.2% |
| Admin fee / account holder | $3,631 | $7,941-54.3% | $12,998-72.1% | $6,918-47.5% |