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 | $46,630 | $76,000-38.6% | $154,107-69.7% | $64,186-27.4% |
| Participation rate | 83.8% | 70.4%+13.4pp | 83.0%+0.7pp | 69.6%+14.2pp |
| Annual return | 1.08% | 30.32%-29.2pp | 735.12%-734.0pp | 7.63%-6.5pp |
| Employer contribution / active EE | $522 | $3,351-84.4% | $5,298-90.1% | $2,381-78.1% |
| Participant deferral / active EE | $2,088 | $3,175-34.2% | $5,081-58.9% | $3,470-39.8% |
| Admin fee / account holder | $12,804 | $5,596+128.8% | $13,411-4.5% | $4,888+161.9% |