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 | $70,654 | $86,286-18.1% | $111,297-36.5% | $85,850-17.7% |
| Participation rate | 88.5% | 73.3%+15.1pp | 77.3%+11.2pp | 69.3%+19.1pp |
| Annual return | 19.56% | 19.99%-0.4pp | 54.65%-35.1pp | 318.53%-299.0pp |
| Employer contribution / active EE | $1,500 | $2,043-26.6% | $2,731-45.1% | $2,565-41.5% |
| Participant deferral / active EE | $5,859 | $3,641+60.9% | $4,487+30.6% | $3,952+48.3% |
| Admin fee / account holder | $1,230 | $8,188-85.0% | $7,964-84.6% | $6,260-80.4% |