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 | $34,581 | $65,561-47.3% | $86,188-59.9% | $75,163-54.0% |
| Participation rate | 73.7% | 60.5%+13.2pp | 69.0%+4.7pp | 67.2%+6.5pp |
| Annual return | 17.48% | 46.05%-28.6pp | 1168.45%-1151.0pp | 160.62%-143.1pp |
| Employer contribution / active EE | $921 | $1,553-40.7% | $2,380-61.3% | $2,670-65.5% |
| Participant deferral / active EE | $2,865 | $3,024-5.3% | $3,985-28.1% | $4,125-30.6% |
| Admin fee / account holder | $649 | $5,474-88.1% | $6,852-90.5% | $5,651-88.5% |