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 | $29,187 | $45,566-35.9% | $64,105-54.5% | $59,632-51.1% |
| Participation rate | 89.5% | 60.2%+29.3pp | 68.2%+21.3pp | 68.7%+20.8pp |
| Annual return | 1.64% | 4.95%-3.3pp | 791.24%-789.6pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $325 | $934-65.2% | $1,820-82.1% | $2,203-85.2% |
| Participant deferral / active EE | $1,754 | $2,057-14.7% | $2,822-37.9% | $3,192-45.1% |
| Admin fee / account holder | $1,352 | $3,268-58.6% | $4,499-69.9% | $4,297-68.5% |