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 | $19,165 | $77,899-75.4% | $149,673-87.2% | $75,163-74.5% |
| Participation rate | 81.9% | 65.6%+16.4pp | 78.8%+3.2pp | 67.2%+14.8pp |
| Annual return | 29.24% | 31.72%-2.5pp | 134.42%-105.2pp | 160.62%-131.4pp |
| Employer contribution / active EE | $1,291 | $3,137-58.9% | $4,818-73.2% | $2,670-51.7% |
| Participant deferral / active EE | $2,437 | $3,411-28.6% | $5,680-57.1% | $4,125-40.9% |
| Admin fee / account holder | $987 | $5,956-83.4% | $13,210-92.5% | $5,651-82.5% |