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 | $34,046 | $48,230-29.4% | $67,502-49.6% | $80,856-57.9% |
| Participation rate | 96.8% | 66.4%+30.4pp | 72.9%+23.9pp | 67.6%+29.1pp |
| Annual return | 14.44% | 18.28%-3.8pp | 3512.12%-3497.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,931 | $2,020-4.4% | $2,731-29.3% | $2,755-29.9% |
| Participant deferral / active EE | $1,931 | $2,924-34.0% | $4,000-51.7% | $4,296-55.1% |
| Admin fee / account holder | $869 | $3,681-76.4% | $3,998-78.3% | $6,918-87.4% |