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 | $31,152 | $85,202-63.4% | $172,739-82.0% | $72,985-57.3% |
| Participation rate | 70.7% | 70.1%+0.6pp | 82.6%-12.0pp | 69.5%+1.2pp |
| Annual return | 21.56% | 27.32%-5.8pp | 802.84%-781.3pp | 81.00%-59.4pp |
| Employer contribution / active EE | $612 | $3,324-81.6% | $5,143-88.1% | $2,440-74.9% |
| Participant deferral / active EE | $1,284 | $3,260-60.6% | $5,198-75.3% | $3,607-64.4% |
| Admin fee / account holder | $5,923 | $5,884+0.7% | $13,954-57.6% | $5,124+15.6% |