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 | $23,454 | $53,127-55.9% | $86,590-72.9% | $70,131-66.6% |
| Participation rate | 70.4% | 65.3%+5.1pp | 73.5%-3.2pp | 69.5%+0.8pp |
| Annual return | 23.24% | 27.66%-4.4pp | 964.84%-941.6pp | 73.14%-49.9pp |
| Employer contribution / active EE | $1,381 | $2,068-33.2% | $2,839-51.3% | $2,342-41.0% |
| Participant deferral / active EE | $4,137 | $2,696+53.5% | $3,609+14.7% | $3,332+24.2% |
| Admin fee / account holder | $588 | $3,585-83.6% | $4,906-88.0% | $4,645-87.3% |