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 | $56,742 | $85,202-33.4% | $172,739-67.2% | $72,985-22.3% |
| Participation rate | 72.4% | 70.1%+2.4pp | 82.6%-10.2pp | 69.5%+2.9pp |
| Annual return | 23.65% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $3,797 | $3,324+14.2% | $5,143-26.2% | $2,440+55.6% |
| Participant deferral / active EE | $5,314 | $3,260+63.0% | $5,198+2.2% | $3,607+47.3% |
| Admin fee / account holder | $10,102 | $5,884+71.7% | $13,954-27.6% | $5,124+97.1% |