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 | $38,928 | $57,281-32.0% | $86,612-55.1% | $75,163-48.2% |
| Participation rate | 89.3% | 63.2%+26.1pp | 71.7%+17.6pp | 67.2%+22.1pp |
| Annual return | 18.90% | 2670.75%-2651.8pp | 591.07%-572.2pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,004 | $2,314-56.6% | $3,022-66.8% | $2,670-62.4% |
| Participant deferral / active EE | $3,604 | $3,318+8.6% | $4,438-18.8% | $4,125-12.6% |
| Admin fee / account holder | $835 | $4,112-79.7% | $5,614-85.1% | $5,651-85.2% |