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 | $47,536 | $88,672-46.4% | $105,223-54.8% | $82,448-42.3% |
| Participation rate | 78.7% | 67.9%+10.8pp | 75.0%+3.7pp | 68.1%+10.7pp |
| Annual return | 17.75% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,132 | $3,048-62.8% | $3,689-69.3% | $2,551-55.6% |
| Participant deferral / active EE | $2,870 | $4,036-28.9% | $5,072-43.4% | $4,139-30.7% |
| Admin fee / account holder | $3,668 | $7,146-48.7% | $8,859-58.6% | $7,234-49.3% |