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 | $24,930 | $53,127-53.1% | $86,590-71.2% | $70,131-64.5% |
| Participation rate | 85.2% | 65.3%+19.9pp | 73.5%+11.6pp | 69.5%+15.6pp |
| Annual return | 15.41% | 27.66%-12.2pp | 964.84%-949.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,219 | $2,068-41.1% | $2,839-57.1% | $2,342-48.0% |
| Participant deferral / active EE | $4,765 | $2,696+76.8% | $3,609+32.0% | $3,332+43.0% |
| Admin fee / account holder | $8,284 | $3,585+131.1% | $4,906+68.9% | $4,645+78.3% |