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 | $33,222 | $88,672-62.5% | $105,223-68.4% | $82,448-59.7% |
| Participation rate | 76.2% | 67.9%+8.3pp | 75.0%+1.1pp | 68.1%+8.1pp |
| Annual return | 19.35% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,702 | $3,048-44.2% | $3,689-53.9% | $2,551-33.3% |
| Participant deferral / active EE | $2,127 | $4,036-47.3% | $5,072-58.1% | $4,139-48.6% |
| Admin fee / account holder | $3,223 | $7,146-54.9% | $8,859-63.6% | $7,234-55.4% |