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 | $14,793 | $85,202-82.6% | $172,739-91.4% | $72,985-79.7% |
| Participation rate | 96.7% | 70.1%+26.7pp | 82.6%+14.1pp | 69.5%+27.2pp |
| Annual return | 17.62% | 27.32%-9.7pp | 802.84%-785.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,107 | $3,324-66.7% | $5,143-78.5% | $2,440-54.6% |
| Participant deferral / active EE | $2,655 | $3,260-18.6% | $5,198-48.9% | $3,607-26.4% |
| Admin fee / account holder | $4,925 | $5,884-16.3% | $13,954-64.7% | $5,124-3.9% |