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 | $36,913 | $89,753-58.9% | $107,525-65.7% | $84,808-56.5% |
| Participation rate | 85.2% | 68.1%+17.2pp | 75.1%+10.2pp | 68.3%+16.9pp |
| Annual return | 14.03% | 29.48%-15.4pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,215 | $3,113-61.0% | $3,754-67.6% | $2,631-53.8% |
| Participant deferral / active EE | $2,927 | $4,056-27.8% | $5,116-42.8% | $4,212-30.5% |
| Admin fee / account holder | $1,863 | $7,222-74.2% | $8,919-79.1% | $7,344-74.6% |