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 | $29,023 | $85,202-65.9% | $172,739-83.2% | $72,985-60.2% |
| Participation rate | 97.6% | 70.1%+27.6pp | 82.6%+15.0pp | 69.5%+28.1pp |
| Annual return | 21.95% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,639 | $3,324-50.7% | $5,143-68.1% | $2,440-32.8% |
| Participant deferral / active EE | $2,482 | $3,260-23.9% | $5,198-52.2% | $3,607-31.2% |
| Admin fee / account holder | $1,863 | $5,884-68.3% | $13,954-86.6% | $5,124-63.6% |