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 | $37,029 | $70,428-47.4% | $96,562-61.7% | $85,850-56.9% |
| Participation rate | 70.6% | 61.8%+8.8pp | 69.8%+0.8pp | 69.3%+1.3pp |
| Annual return | 13.69% | 18.59%-4.9pp | 37.78%-24.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $706 | $1,413-50.0% | $2,356-70.0% | $2,565-72.5% |
| Participant deferral / active EE | $1,473 | $2,894-49.1% | $3,849-61.7% | $3,952-62.7% |
| Admin fee / account holder | $808 | $4,997-83.8% | $6,181-86.9% | $6,260-87.1% |