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 | $17,892 | $76,000-76.5% | $154,107-88.4% | $64,186-72.1% |
| Participation rate | 80.8% | 70.4%+10.4pp | 83.0%-2.3pp | 69.6%+11.2pp |
| Annual return | 5.93% | 30.32%-24.4pp | 735.12%-729.2pp | 7.63%-1.7pp |
| Employer contribution / active EE | $718 | $3,351-78.6% | $5,298-86.5% | $2,381-69.9% |
| Participant deferral / active EE | $1,548 | $3,175-51.3% | $5,081-69.5% | $3,470-55.4% |
| Admin fee / account holder | $6,722 | $5,596+20.1% | $13,411-49.9% | $4,888+37.5% |