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 | $24,942 | $48,230-48.3% | $67,502-63.0% | $80,856-69.2% |
| Participation rate | 83.6% | 66.4%+17.3pp | 72.9%+10.8pp | 67.6%+16.0pp |
| Annual return | 19.55% | 18.28%+1.3pp | 3512.12%-3492.6pp | 35.59%-16.0pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,683 | $2,924-42.4% | $4,000-57.9% | $4,296-60.8% |
| Admin fee / account holder | $2,041 | $3,681-44.6% | $3,998-48.9% | $6,918-70.5% |