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 | $43,172 | $48,570-11.1% | $130,648-67.0% | $72,985-40.8% |
| Participation rate | 71.4% | 58.6%+12.9pp | 71.7%-0.3pp | 69.5%+1.9pp |
| Annual return | 24.61% | 38.63%-14.0pp | 1708.96%-1684.4pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,543 | $1,334+15.7% | $4,092-62.3% | $2,440-36.7% |
| Participant deferral / active EE | $3,055 | $2,384+28.2% | $3,603-15.2% | $3,607-15.3% |
| Admin fee / account holder | $2,078 | $3,549-41.4% | $5,464-62.0% | $5,124-59.4% |