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 | $30,530 | $57,281-46.7% | $86,612-64.8% | $75,163-59.4% |
| Participation rate | 85.6% | 63.2%+22.4pp | 71.7%+13.9pp | 67.2%+18.4pp |
| Annual return | 20.65% | 2670.75%-2650.1pp | 591.07%-570.4pp | 160.62%-140.0pp |
| Employer contribution / active EE | $535 | $2,314-76.9% | $3,022-82.3% | $2,670-79.9% |
| Participant deferral / active EE | $2,055 | $3,318-38.1% | $4,438-53.7% | $4,125-50.2% |
| Admin fee / account holder | $2,818 | $4,112-31.5% | $5,614-49.8% | $5,651-50.1% |