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 | $50,829 | $96,635-47.4% | $86,612-41.3% | $139,434-63.5% |
| Participation rate | 82.6% | 74.4%+8.2pp | 71.7%+10.9pp | 80.3%+2.3pp |
| Annual return | 11.47% | 106.41%-94.9pp | 591.07%-579.6pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,046 | $3,263-37.3% | $3,022-32.3% | $4,751-56.9% |
| Participant deferral / active EE | $2,286 | $4,836-52.7% | $4,438-48.5% | $6,710-65.9% |
| Admin fee / account holder | $423 | $6,408-93.4% | $5,614-92.5% | $11,403-96.3% |