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 | $50,408 | $85,202-40.8% | $172,739-70.8% | $72,985-30.9% |
| Participation rate | 91.7% | 70.1%+21.6pp | 82.6%+9.0pp | 69.5%+22.2pp |
| Annual return | 19.42% | 27.32%-7.9pp | 802.84%-783.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,656 | $3,324-50.2% | $5,143-67.8% | $2,440-32.1% |
| Participant deferral / active EE | $2,749 | $3,260-15.7% | $5,198-47.1% | $3,607-23.8% |
| Admin fee / account holder | $3,727 | $5,884-36.7% | $13,954-73.3% | $5,124-27.3% |