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 | $40,512 | $102,317-60.4% | $146,958-72.4% | $80,856-49.9% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 13.44% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,168 | $3,713-41.6% | $4,933-56.0% | $2,755-21.3% |
| Participant deferral / active EE | $3,054 | $6,644-54.0% | $8,070-62.2% | $4,296-28.9% |
| Admin fee / account holder | $1,630 | $7,941-79.5% | $12,998-87.5% | $6,918-76.4% |