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 | $52,895 | $85,202-37.9% | $172,739-69.4% | $72,985-27.5% |
| Participation rate | 75.7% | 70.1%+5.6pp | 82.6%-7.0pp | 69.5%+6.2pp |
| Annual return | 16.55% | 27.32%-10.8pp | 802.84%-786.3pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,427 | $3,324-57.1% | $5,143-72.2% | $2,440-41.5% |
| Participant deferral / active EE | $2,184 | $3,260-33.0% | $5,198-58.0% | $3,607-39.5% |
| Admin fee / account holder | $2,997 | $5,884-49.1% | $13,954-78.5% | $5,124-41.5% |