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 | $18,432 | $60,124-69.3% | $90,404-79.6% | $79,858-76.9% |
| Participation rate | 97.3% | 65.0%+32.3pp | 72.7%+24.6pp | 69.6%+27.7pp |
| Annual return | 15.63% | 71.94%-56.3pp | 1293.02%-1277.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,036 | $2,068-49.9% | $3,262-68.3% | $2,471-58.1% |
| Participant deferral / active EE | $2,511 | $2,938-14.5% | $3,963-36.6% | $3,740-32.9% |
| Admin fee / account holder | $1,284 | $3,976-67.7% | $5,611-77.1% | $5,306-75.8% |