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 | $26,161 | $85,022-69.2% | $70,515-62.9% | $139,434-81.2% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.3%+15.0pp | 80.3%+3.0pp |
| Annual return | 14.94% | 30.38%-15.4pp | 32.77%-17.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,443 | $3,909-63.1% | $2,973-51.5% | $4,751-69.6% |
| Participant deferral / active EE | $2,147 | $5,890-63.6% | $4,567-53.0% | $6,710-68.0% |
| Admin fee / account holder | $308 | $8,906-96.5% | $6,412-95.2% | $11,403-97.3% |