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 | $35,131 | $99,957-64.9% | $149,696-76.5% | $73,488-52.2% |
| Participation rate | 70.0% | 75.7%-5.7pp | 82.5%-12.5pp | 70.7%-0.7pp |
| Annual return | 17.59% | 53.87%-36.3pp | 276.60%-259.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,115 | $3,191-33.7% | $4,644-54.5% | $2,270-6.8% |
| Participant deferral / active EE | $4,946 | $6,073-18.6% | $6,842-27.7% | $3,740+32.3% |
| Admin fee / account holder | $1,052 | $551+91.0% | $9,309-88.7% | $513+105.0% |