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 | $59,199 | $48,570+21.9% | $130,648-54.7% | $72,985-18.9% |
| Participation rate | 83.8% | 58.6%+25.2pp | 71.7%+12.0pp | 69.5%+14.3pp |
| Annual return | 29.66% | 38.63%-9.0pp | 1708.96%-1679.3pp | 81.00%-51.3pp |
| Employer contribution / active EE | $663 | $1,334-50.3% | $4,092-83.8% | $2,440-72.8% |
| Participant deferral / active EE | $1,586 | $2,384-33.5% | $3,603-56.0% | $3,607-56.0% |
| Admin fee / account holder | $2,296 | $3,549-35.3% | $5,464-58.0% | $5,124-55.2% |