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 | $38,839 | $29,660+30.9% | $56,411-31.2% | $80,856-52.0% |
| Participation rate | 89.5% | 41.6%+47.8pp | 52.5%+37.0pp | 67.6%+21.8pp |
| Annual return | 12.07% | 35.23%-23.2pp | 1701.33%-1689.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,029 | $669+53.8% | $1,039-0.9% | $2,755-62.6% |
| Participant deferral / active EE | $1,798 | $1,226+46.6% | $1,952-7.9% | $4,296-58.2% |
| Admin fee / account holder | $2,871 | $2,428+18.3% | $2,829+1.5% | $6,918-58.5% |