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 | $41,204 | $29,660+38.9% | $56,411-27.0% | $80,856-49.0% |
| Participation rate | 70.0% | 41.6%+28.4pp | 52.5%+17.5pp | 67.6%+2.4pp |
| Annual return | 15.30% | 35.23%-19.9pp | 1701.33%-1686.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $985 | $669+47.2% | $1,039-5.2% | $2,755-64.2% |
| Participant deferral / active EE | $4,018 | $1,226+227.8% | $1,952+105.9% | $4,296-6.5% |
| Admin fee / account holder | $753 | $2,428-69.0% | $2,829-73.4% | $6,918-89.1% |