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 | $21,250 | $49,177-56.8% | $79,464-73.3% | $64,186-66.9% |
| Participation rate | 85.4% | 65.0%+20.3pp | 73.3%+12.0pp | 69.6%+15.8pp |
| Annual return | 25.36% | -1.16%+26.5pp | 718.14%-692.8pp | 7.63%+17.7pp |
| Employer contribution / active EE | $730 | $2,076-64.9% | $2,800-73.9% | $2,381-69.4% |
| Participant deferral / active EE | $1,700 | $2,821-39.8% | $3,704-54.1% | $3,470-51.0% |
| Admin fee / account holder | $1,078 | $3,839-71.9% | $5,113-78.9% | $4,888-77.9% |