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 | $22,832 | $91,190-75.0% | $178,490-87.2% | $79,858-71.4% |
| Participation rate | 86.5% | 69.2%+17.3pp | 81.9%+4.6pp | 69.6%+16.9pp |
| Annual return | 13.04% | 24.19%-11.2pp | 151.07%-138.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,366 | $3,256-58.0% | $5,011-72.7% | $2,471-44.7% |
| Participant deferral / active EE | $2,011 | $3,236-37.9% | $5,202-61.3% | $3,740-46.2% |
| Admin fee / account holder | $3,861 | $6,751-42.8% | $13,984-72.4% | $5,306-27.2% |