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 | $72,792 | $85,202-14.6% | $172,739-57.9% | $72,985-0.3% |
| Participation rate | 75.8% | 70.1%+5.7pp | 82.6%-6.9pp | 69.5%+6.3pp |
| Annual return | 23.67% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,074 | $3,324-37.6% | $5,143-59.7% | $2,440-15.0% |
| Participant deferral / active EE | $4,599 | $3,260+41.1% | $5,198-11.5% | $3,607+27.5% |
| Admin fee / account holder | $716 | $5,884-87.8% | $13,954-94.9% | $5,124-86.0% |