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 | $42,698 | $63,346-32.6% | $92,233-53.7% | $70,131-39.1% |
| Participation rate | 72.9% | 68.7%+4.2pp | 76.5%-3.6pp | 69.5%+3.3pp |
| Annual return | 16.66% | 530.12%-513.5pp | 176.28%-159.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,692 | $2,471-31.5% | $3,679-54.0% | $2,342-27.8% |
| Participant deferral / active EE | $2,072 | $2,854-27.4% | $3,897-46.8% | $3,332-37.8% |
| Admin fee / account holder | $2,830 | $3,840-26.3% | $5,194-45.5% | $4,645-39.1% |