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 | $58,094 | $81,625-28.8% | $167,512-65.3% | $74,304-21.8% |
| Participation rate | 70.9% | 60.0%+10.9pp | 77.1%-6.1pp | 60.3%+10.6pp |
| Annual return | 15.67% | 26.09%-10.4pp | 1615.79%-1600.1pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,962 | $2,010-2.4% | $3,882-49.5% | $2,241-12.5% |
| Participant deferral / active EE | $3,304 | $4,115-19.7% | $6,405-48.4% | $3,767-12.3% |
| Admin fee / account holder | $14,243 | $3,474+309.9% | $9,769+45.8% | $2,969+379.7% |