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 | $54,073 | $105,181-48.6% | $159,436-66.1% | $85,850-37.0% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.8%+8.4pp | 69.3%+21.9pp |
| Annual return | 17.11% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.4pp |
| Employer contribution / active EE | $2,430 | $3,318-26.8% | $4,829-49.7% | $2,565-5.3% |
| Participant deferral / active EE | $7,004 | $5,945+17.8% | $7,352-4.7% | $3,952+77.2% |
| Admin fee / account holder | $3,185 | $6,933-54.1% | $10,799-70.5% | $6,260-49.1% |