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 | $36,196 | $85,202-57.5% | $172,739-79.0% | $72,985-50.4% |
| Participation rate | 94.6% | 70.1%+24.6pp | 82.6%+12.0pp | 69.5%+25.2pp |
| Annual return | 18.69% | 27.32%-8.6pp | 802.84%-784.2pp | 81.00%-62.3pp |
| Employer contribution / active EE | $709 | $3,324-78.7% | $5,143-86.2% | $2,440-70.9% |
| Participant deferral / active EE | $2,823 | $3,260-13.4% | $5,198-45.7% | $3,607-21.7% |
| Admin fee / account holder | $1,675 | $5,884-71.5% | $13,954-88.0% | $5,124-67.3% |