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 | $25,742 | $58,512-56.0% | $84,015-69.4% | $72,985-64.7% |
| Participation rate | 83.9% | 61.2%+22.6pp | 69.0%+14.9pp | 69.5%+14.4pp |
| Annual return | 32.19% | 28.93%+3.3pp | 71.31%-39.1pp | 81.00%-48.8pp |
| Employer contribution / active EE | $448 | $1,163-61.5% | $1,983-77.4% | $2,440-81.6% |
| Participant deferral / active EE | $1,712 | $2,394-28.5% | $3,239-47.2% | $3,607-52.6% |
| Admin fee / account holder | $12,894 | $4,569+182.2% | $6,101+111.3% | $5,124+151.6% |