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 | $35,970 | $84,233-57.3% | $170,442-78.9% | $70,131-48.7% |
| Participation rate | 72.5% | 70.8%+1.7pp | 83.6%-11.1pp | 69.5%+3.0pp |
| Annual return | 14.63% | 23.06%-8.4pp | 205.93%-191.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $971 | $3,387-71.3% | $5,433-82.1% | $2,342-58.5% |
| Participant deferral / active EE | $1,571 | $3,086-49.1% | $4,939-68.2% | $3,332-52.8% |
| Admin fee / account holder | $1,023 | $5,698-82.0% | $13,880-92.6% | $4,645-78.0% |