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 | $21,770 | $47,479-54.1% | $62,929-65.4% | $82,448-73.6% |
| Participation rate | 83.3% | 66.9%+16.5pp | 73.1%+10.2pp | 68.1%+15.3pp |
| Annual return | 24.07% | 20.34%+3.7pp | 1063.93%-1039.9pp | 41.64%-17.6pp |
| Employer contribution / active EE | $886 | $1,885-53.0% | $2,505-64.6% | $2,551-65.3% |
| Participant deferral / active EE | $2,572 | $2,870-10.4% | $3,888-33.9% | $4,139-37.9% |
| Admin fee / account holder | $1,577 | $3,804-58.5% | $5,065-68.9% | $7,234-78.2% |