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 | $27,520 | $91,190-69.8% | $178,490-84.6% | $79,858-65.5% |
| Participation rate | 90.9% | 69.2%+21.7pp | 81.9%+9.0pp | 69.6%+21.3pp |
| Annual return | 12.58% | 24.19%-11.6pp | 151.07%-138.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $919 | $3,256-71.8% | $5,011-81.7% | $2,471-62.8% |
| Participant deferral / active EE | $2,549 | $3,236-21.2% | $5,202-51.0% | $3,740-31.8% |
| Admin fee / account holder | $1,189 | $6,751-82.4% | $13,984-91.5% | $5,306-77.6% |