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 | $43,057 | $51,576-16.5% | $129,207-66.7% | $80,856-46.7% |
| Participation rate | 70.5% | 57.0%+13.5pp | 69.6%+0.8pp | 67.6%+2.8pp |
| Annual return | 16.38% | 20.81%-4.4pp | 9417.33%-9400.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $687 | $1,584-56.6% | $4,153-83.5% | $2,755-75.1% |
| Participant deferral / active EE | $1,839 | $2,669-31.1% | $4,168-55.9% | $4,296-57.2% |
| Admin fee / account holder | $675 | $4,305-84.3% | $7,715-91.3% | $6,918-90.2% |