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 | $53,650 | $105,181-49.0% | $159,436-66.3% | $85,850-37.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 18.71% | 45.07%-26.4pp | 263.57%-244.9pp | 318.53%-299.8pp |
| Employer contribution / active EE | $740 | $3,318-77.7% | $4,829-84.7% | $2,565-71.2% |
| Participant deferral / active EE | $5,024 | $5,945-15.5% | $7,352-31.7% | $3,952+27.1% |
| Admin fee / account holder | $15,015 | $6,933+116.6% | $10,799+39.0% | $6,260+139.9% |