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 | $21,472 | $48,570-55.8% | $130,648-83.6% | $72,985-70.6% |
| Participation rate | 79.4% | 58.6%+20.8pp | 71.7%+7.7pp | 69.5%+9.9pp |
| Annual return | 26.67% | 38.63%-12.0pp | 1708.96%-1682.3pp | 81.00%-54.3pp |
| Employer contribution / active EE | $606 | $1,334-54.6% | $4,092-85.2% | $2,440-75.2% |
| Participant deferral / active EE | $1,718 | $2,384-27.9% | $3,603-52.3% | $3,607-52.4% |
| Admin fee / account holder | $538 | $3,549-84.8% | $5,464-90.2% | $5,124-89.5% |