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 | $56,039 | $85,202-34.2% | $172,739-67.6% | $72,985-23.2% |
| Participation rate | 94.6% | 70.1%+24.5pp | 82.6%+11.9pp | 69.5%+25.1pp |
| Annual return | 20.73% | 27.32%-6.6pp | 802.84%-782.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,085 | $3,324-37.3% | $5,143-59.5% | $2,440-14.5% |
| Participant deferral / active EE | $2,806 | $3,260-13.9% | $5,198-46.0% | $3,607-22.2% |
| Admin fee / account holder | $663 | $5,884-88.7% | $13,954-95.2% | $5,124-87.1% |