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 | $34,980 | $27,915+25.3% | $58,482-40.2% | $75,163-53.5% |
| Participation rate | 84.6% | 38.8%+45.8pp | 50.9%+33.8pp | 67.2%+17.4pp |
| Annual return | 18.64% | 44.20%-25.6pp | 4239.32%-4220.7pp | 160.62%-142.0pp |
| Employer contribution / active EE | $618 | $669-7.6% | $1,053-41.3% | $2,670-76.8% |
| Participant deferral / active EE | $1,062 | $1,201-11.6% | $1,924-44.8% | $4,125-74.3% |
| Admin fee / account holder | $845 | $1,726-51.1% | $2,516-66.4% | $5,651-85.1% |