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 | $22,243 | $48,230-53.9% | $67,502-67.0% | $80,856-72.5% |
| Participation rate | 79.6% | 66.4%+13.2pp | 72.9%+6.7pp | 67.6%+12.0pp |
| Annual return | 12.43% | 18.28%-5.8pp | 3512.12%-3499.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,262 | $2,020+12.0% | $2,731-17.2% | $2,755-17.9% |
| Participant deferral / active EE | $1,217 | $2,924-58.4% | $4,000-69.6% | $4,296-71.7% |
| Admin fee / account holder | $1,821 | $3,681-50.5% | $3,998-54.5% | $6,918-73.7% |