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 | $36,541 | $53,822-32.1% | $75,696-51.7% | $85,850-57.4% |
| Participation rate | 89.7% | 69.1%+20.7pp | 74.8%+14.9pp | 69.3%+20.4pp |
| Annual return | 15.10% | 24.54%-9.4pp | 104.53%-89.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $593 | $2,017-70.6% | $2,743-78.4% | $2,565-76.9% |
| Participant deferral / active EE | $2,473 | $2,895-14.6% | $3,821-35.3% | $3,952-37.4% |
| Admin fee / account holder | $7,297 | $3,343+118.3% | $3,619+101.6% | $6,260+16.6% |