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 | $20,703 | $48,230-57.1% | $67,502-69.3% | $80,856-74.4% |
| Participation rate | 78.2% | 66.4%+11.8pp | 72.9%+5.3pp | 67.6%+10.6pp |
| Annual return | 13.48% | 18.28%-4.8pp | 3512.12%-3498.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $362 | $2,020-82.1% | $2,731-86.7% | $2,755-86.9% |
| Participant deferral / active EE | $1,924 | $2,924-34.2% | $4,000-51.9% | $4,296-55.2% |
| Admin fee / account holder | $1,343 | $3,681-63.5% | $3,998-66.4% | $6,918-80.6% |