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 | $29,333 | $91,190-67.8% | $178,490-83.6% | $79,858-63.3% |
| Participation rate | 70.0% | 69.2%+0.8pp | 81.9%-11.9pp | 69.6%+0.4pp |
| Annual return | 10.07% | 24.19%-14.1pp | 151.07%-141.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $519 | $3,256-84.1% | $5,011-89.6% | $2,471-79.0% |
| Participant deferral / active EE | $1,871 | $3,236-42.2% | $5,202-64.0% | $3,740-50.0% |
| Admin fee / account holder | $1,158 | $6,751-82.8% | $13,984-91.7% | $5,306-78.2% |