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 | $50,395 | $105,181-52.1% | $159,436-68.4% | $85,850-41.3% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.8%+1.4pp | 69.3%+14.9pp |
| Annual return | 18.87% | 45.07%-26.2pp | 263.57%-244.7pp | 318.53%-299.7pp |
| Employer contribution / active EE | $1,902 | $3,318-42.7% | $4,829-60.6% | $2,565-25.8% |
| Participant deferral / active EE | $6,134 | $5,945+3.2% | $7,352-16.6% | $3,952+55.2% |
| Admin fee / account holder | $1,569 | $6,933-77.4% | $10,799-85.5% | $6,260-74.9% |