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 | $37,690 | $27,915+35.0% | $58,482-35.6% | $75,163-49.9% |
| Participation rate | 90.6% | 38.8%+51.8pp | 50.9%+39.8pp | 67.2%+23.4pp |
| Annual return | 23.73% | 44.20%-20.5pp | 4239.32%-4215.6pp | 160.62%-136.9pp |
| Employer contribution / active EE | $1,014 | $669+51.5% | $1,053-3.8% | $2,670-62.0% |
| Participant deferral / active EE | $1,409 | $1,201+17.3% | $1,924-26.8% | $4,125-65.9% |
| Admin fee / account holder | $3,093 | $1,726+79.2% | $2,516+22.9% | $5,651-45.3% |