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 | $23,719 | $58,694-59.6% | $142,863-83.4% | $85,850-72.4% |
| Participation rate | 88.0% | 58.5%+29.5pp | 71.9%+16.1pp | 69.3%+18.7pp |
| Annual return | 12.21% | 27.72%-15.5pp | 5637.54%-5625.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $931 | $1,423-34.5% | $4,144-77.5% | $2,565-63.7% |
| Participant deferral / active EE | $1,503 | $2,607-42.3% | $3,837-60.8% | $3,952-62.0% |
| Admin fee / account holder | $650 | $4,239-84.7% | $6,560-90.1% | $6,260-89.6% |