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 | $24,414 | $60,124-59.4% | $90,404-73.0% | $79,858-69.4% |
| Participation rate | 85.2% | 65.0%+20.2pp | 72.7%+12.5pp | 69.6%+15.6pp |
| Annual return | 13.69% | 71.94%-58.3pp | 1293.02%-1279.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $752 | $2,068-63.6% | $3,262-76.9% | $2,471-69.6% |
| Participant deferral / active EE | $1,333 | $2,938-54.6% | $3,963-66.4% | $3,740-64.4% |
| Admin fee / account holder | $945 | $3,976-76.2% | $5,611-83.2% | $5,306-82.2% |