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 | $29,827 | $46,722-36.2% | $130,648-77.2% | $65,185-54.2% |
| Participation rate | 89.0% | 60.9%+28.1pp | 71.7%+17.3pp | 70.2%+18.8pp |
| Annual return | 19.69% | 24.17%-4.5pp | 1708.96%-1689.3pp | 29.38%-9.7pp |
| Employer contribution / active EE | $896 | $1,488-39.8% | $4,092-78.1% | $2,177-58.8% |
| Participant deferral / active EE | $2,443 | $2,545-4.0% | $3,603-32.2% | $3,514-30.5% |
| Admin fee / account holder | $1,611 | $453+255.8% | $5,464-70.5% | $847+90.2% |