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 | $39,951 | $96,635-58.7% | $86,612-53.9% | $139,434-71.3% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 15.65% | 106.41%-90.8pp | 591.07%-575.4pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,336 | $3,263-59.1% | $3,022-55.8% | $4,751-71.9% |
| Participant deferral / active EE | $2,487 | $4,836-48.6% | $4,438-43.9% | $6,710-62.9% |
| Admin fee / account holder | $2,206 | $6,408-65.6% | $5,614-60.7% | $11,403-80.7% |