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 | $31,452 | $95,416-67.0% | $185,823-83.1% | $85,850-63.4% |
| Participation rate | 93.7% | 68.8%+24.9pp | 81.7%+12.0pp | 69.3%+24.3pp |
| Annual return | 16.63% | 23.59%-7.0pp | 122.05%-105.4pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,420 | $3,314-57.1% | $5,167-72.5% | $2,565-44.6% |
| Participant deferral / active EE | $2,408 | $3,423-29.7% | $5,568-56.8% | $3,952-39.1% |
| Admin fee / account holder | $1,489 | $7,213-79.4% | $16,237-90.8% | $6,260-76.2% |