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 | $19,010 | $48,230-60.6% | $67,502-71.8% | $80,856-76.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.12% | 18.28%-6.2pp | 3512.12%-3500.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $970 | $2,020-52.0% | $2,731-64.5% | $2,755-64.8% |
| Participant deferral / active EE | $1,539 | $2,924-47.4% | $4,000-61.5% | $4,296-64.2% |
| Admin fee / account holder | $1,554 | $3,681-57.8% | $3,998-61.1% | $6,918-77.5% |