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 | $76,385 | $85,202-10.3% | $172,739-55.8% | $72,985+4.7% |
| Participation rate | 79.1% | 70.1%+9.0pp | 82.6%-3.6pp | 69.5%+9.6pp |
| Annual return | 20.63% | 27.32%-6.7pp | 802.84%-782.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,412 | $3,324-57.5% | $5,143-72.5% | $2,440-42.1% |
| Participant deferral / active EE | $2,776 | $3,260-14.9% | $5,198-46.6% | $3,607-23.0% |
| Admin fee / account holder | $2,236 | $5,884-62.0% | $13,954-84.0% | $5,124-56.4% |