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 | $29,283 | $85,202-65.6% | $172,739-83.0% | $72,985-59.9% |
| Participation rate | 88.2% | 70.1%+18.2pp | 82.6%+5.6pp | 69.5%+18.7pp |
| Annual return | 19.63% | 27.32%-7.7pp | 802.84%-783.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $415 | $3,324-87.5% | $5,143-91.9% | $2,440-83.0% |
| Participant deferral / active EE | $2,305 | $3,260-29.3% | $5,198-55.6% | $3,607-36.1% |
| Admin fee / account holder | $1,044 | $5,884-82.3% | $13,954-92.5% | $5,124-79.6% |