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 | $45,213 | $51,576-12.3% | $129,207-65.0% | $80,856-44.1% |
| Participation rate | 95.9% | 57.0%+38.9pp | 69.6%+26.3pp | 67.6%+28.3pp |
| Annual return | 12.47% | 20.81%-8.3pp | 9417.33%-9404.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $535 | $1,584-66.2% | $4,153-87.1% | $2,755-80.6% |
| Participant deferral / active EE | $1,915 | $2,669-28.3% | $4,168-54.1% | $4,296-55.4% |
| Admin fee / account holder | $890 | $4,305-79.3% | $7,715-88.5% | $6,918-87.1% |