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 | $25,111 | $95,416-73.7% | $185,823-86.5% | $85,850-70.8% |
| Participation rate | 84.5% | 68.8%+15.7pp | 81.7%+2.8pp | 69.3%+15.2pp |
| Annual return | 18.79% | 23.59%-4.8pp | 122.05%-103.3pp | 318.53%-299.7pp |
| Employer contribution / active EE | $1,323 | $3,314-60.1% | $5,167-74.4% | $2,565-48.4% |
| Participant deferral / active EE | $2,069 | $3,423-39.6% | $5,568-62.8% | $3,952-47.6% |
| Admin fee / account holder | $1,006 | $7,213-86.1% | $16,237-93.8% | $6,260-83.9% |