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 | $47,048 | $65,561-28.2% | $86,188-45.4% | $75,163-37.4% |
| Participation rate | 97.4% | 60.5%+36.9pp | 69.0%+28.4pp | 67.2%+30.2pp |
| Annual return | 13.27% | 46.05%-32.8pp | 1168.45%-1155.2pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,955 | $1,553+25.9% | $2,380-17.9% | $2,670-26.8% |
| Participant deferral / active EE | $3,954 | $3,024+30.8% | $3,985-0.8% | $4,125-4.2% |
| Admin fee / account holder | $3,550 | $5,474-35.2% | $6,852-48.2% | $5,651-37.2% |