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 | $31,583 | $96,635-67.3% | $86,612-63.5% | $139,434-77.3% |
| Participation rate | 88.2% | 74.4%+13.8pp | 71.7%+16.5pp | 80.3%+7.9pp |
| Annual return | 14.44% | 106.41%-92.0pp | 591.07%-576.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,284 | $3,263-60.7% | $3,022-57.5% | $4,751-73.0% |
| Participant deferral / active EE | $2,249 | $4,836-53.5% | $4,438-49.3% | $6,710-66.5% |
| Admin fee / account holder | $3,967 | $6,408-38.1% | $5,614-29.3% | $11,403-65.2% |