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 | $50,803 | $46,553+9.1% | $64,056-20.7% | $75,163-32.4% |
| Participation rate | 81.7% | 65.9%+15.7pp | 72.3%+9.4pp | 67.2%+14.5pp |
| Annual return | 67.45% | 26.03%+41.4pp | 33.69%+33.8pp | 160.62%-93.2pp |
| Employer contribution / active EE | $2,343 | $1,974+18.7% | $2,747-14.7% | $2,670-12.2% |
| Participant deferral / active EE | $4,987 | $2,837+75.8% | $3,880+28.5% | $4,125+20.9% |
| Admin fee / account holder | $795 | $2,952-73.1% | $3,068-74.1% | $5,651-85.9% |