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 | $19,351 | $60,124-67.8% | $90,404-78.6% | $79,858-75.8% |
| Participation rate | 72.0% | 65.0%+7.0pp | 72.7%-0.7pp | 69.6%+2.4pp |
| Annual return | 15.53% | 71.94%-56.4pp | 1293.02%-1277.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $787 | $2,068-61.9% | $3,262-75.9% | $2,471-68.1% |
| Participant deferral / active EE | $1,007 | $2,938-65.7% | $3,963-74.6% | $3,740-73.1% |
| Admin fee / account holder | $333 | $3,976-91.6% | $5,611-94.1% | $5,306-93.7% |