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 | $40,097 | $85,202-52.9% | $172,739-76.8% | $72,985-45.1% |
| Participation rate | 94.4% | 70.1%+24.4pp | 82.6%+11.8pp | 69.5%+25.0pp |
| Annual return | 20.37% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,622 | $3,324-51.2% | $5,143-68.5% | $2,440-33.5% |
| Participant deferral / active EE | $2,222 | $3,260-31.9% | $5,198-57.3% | $3,607-38.4% |
| Admin fee / account holder | $1,775 | $5,884-69.8% | $13,954-87.3% | $5,124-65.4% |