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 | $28,006 | $89,355-68.7% | $141,162-80.2% | $72,985-61.6% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 25.62% | 111.85%-86.2pp | 71.39%-45.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,116 | $3,114-32.1% | $4,735-55.3% | $2,440-13.3% |
| Participant deferral / active EE | $4,814 | $5,418-11.2% | $6,709-28.3% | $3,607+33.4% |
| Admin fee / account holder | $2,911 | $5,958-51.1% | $10,261-71.6% | $5,124-43.2% |