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 | $42,256 | $29,660+42.5% | $56,411-25.1% | $80,856-47.7% |
| Participation rate | 72.7% | 41.6%+31.1pp | 52.5%+20.3pp | 67.6%+5.1pp |
| Annual return | 12.25% | 35.23%-23.0pp | 1701.33%-1689.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $164 | $669-75.5% | $1,039-84.2% | $2,755-94.0% |
| Participant deferral / active EE | $1,088 | $1,226-11.3% | $1,952-44.3% | $4,296-74.7% |
| Admin fee / account holder | $8,411 | $2,428+246.5% | $2,829+197.3% | $6,918+21.6% |