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 | $23,046 | $91,190-74.7% | $178,490-87.1% | $79,858-71.1% |
| Participation rate | 87.6% | 69.2%+18.4pp | 81.9%+5.7pp | 69.6%+18.0pp |
| Annual return | 15.42% | 24.19%-8.8pp | 151.07%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $581 | $3,256-82.2% | $5,011-88.4% | $2,471-76.5% |
| Participant deferral / active EE | $1,592 | $3,236-50.8% | $5,202-69.4% | $3,740-57.4% |
| Admin fee / account holder | $1,143 | $6,751-83.1% | $13,984-91.8% | $5,306-78.5% |