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 | $26,294 | $30,732-14.4% | $59,496-55.8% | $59,632-55.9% |
| Participation rate | 76.4% | 43.2%+33.2pp | 54.6%+21.8pp | 68.7%+7.7pp |
| Annual return | 0.32% | 4.47%-4.1pp | 182.05%-181.7pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $366 | $631-42.0% | $1,153-68.3% | $2,203-83.4% |
| Participant deferral / active EE | $2,227 | $1,183+88.2% | $1,829+21.7% | $3,192-30.2% |
| Admin fee / account holder | $1,337 | $2,136-37.4% | $2,232-40.1% | $4,297-68.9% |