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 | $39,940 | $76,000-47.4% | $154,107-74.1% | $64,186-37.8% |
| Participation rate | 79.1% | 70.4%+8.7pp | 83.0%-4.0pp | 69.6%+9.5pp |
| Annual return | 1.44% | 30.32%-28.9pp | 735.12%-733.7pp | 7.63%-6.2pp |
| Employer contribution / active EE | $1,457 | $3,351-56.5% | $5,298-72.5% | $2,381-38.8% |
| Participant deferral / active EE | $3,205 | $3,175+0.9% | $5,081-36.9% | $3,470-7.6% |
| Admin fee / account holder | $3,263 | $5,596-41.7% | $13,411-75.7% | $4,888-33.2% |