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 | $26,386 | $72,177-63.4% | $115,037-77.1% | $59,632-55.8% |
| Participation rate | 89.0% | 72.6%+16.5pp | 81.4%+7.7pp | 68.7%+20.4pp |
| Annual return | -0.30% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,483 | $2,841-47.8% | $4,608-67.8% | $2,203-32.7% |
| Participant deferral / active EE | $2,390 | $4,783-50.0% | $6,026-60.3% | $3,192-25.1% |
| Admin fee / account holder | $1,102 | $4,927-77.6% | $8,175-86.5% | $4,297-74.4% |