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 | $53,647 | $100,041-46.4% | $149,718-64.2% | $70,131-23.5% |
| Participation rate | 77.1% | 83.6%-6.4pp | 87.1%-9.9pp | 69.5%+7.6pp |
| Annual return | 18.01% | 27.43%-9.4pp | 1501.63%-1483.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,370 | $3,662-62.6% | $5,445-74.8% | $2,342-41.5% |
| Participant deferral / active EE | $3,884 | $4,983-22.0% | $6,569-40.9% | $3,332+16.6% |
| Admin fee / account holder | $816 | $8,286-90.2% | $11,283-92.8% | $4,645-82.4% |