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 | $27,212 | $96,635-71.8% | $86,612-68.6% | $139,434-80.5% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 17.78% | 106.41%-88.6pp | 591.07%-573.3pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,014 | $3,263-68.9% | $3,022-66.5% | $4,751-78.7% |
| Participant deferral / active EE | $2,430 | $4,836-49.7% | $4,438-45.2% | $6,710-63.8% |
| Admin fee / account holder | $967 | $6,408-84.9% | $5,614-82.8% | $11,403-91.5% |