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 | $37,671 | $85,202-55.8% | $172,739-78.2% | $72,985-48.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.12% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,505 | $3,324-24.6% | $5,143-51.3% | $2,440+2.7% |
| Participant deferral / active EE | $3,011 | $3,260-7.7% | $5,198-42.1% | $3,607-16.5% |
| Admin fee / account holder | $7,552 | $5,884+28.4% | $13,954-45.9% | $5,124+47.4% |