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 | $74,798 | $88,672-15.6% | $105,223-28.9% | $82,448-9.3% |
| Participation rate | 87.4% | 67.9%+19.4pp | 75.0%+12.3pp | 68.1%+19.3pp |
| Annual return | 20.56% | 30.86%-10.3pp | 180.65%-160.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,667 | $3,048-45.3% | $3,689-54.8% | $2,551-34.7% |
| Participant deferral / active EE | $4,572 | $4,036+13.3% | $5,072-9.9% | $4,139+10.4% |
| Admin fee / account holder | $6,968 | $7,146-2.5% | $8,859-21.3% | $7,234-3.7% |