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 | $35,750 | $76,000-53.0% | $154,107-76.8% | $64,186-44.3% |
| Participation rate | 82.9% | 70.4%+12.4pp | 83.0%-0.2pp | 69.6%+13.3pp |
| Annual return | 2.02% | 30.32%-28.3pp | 735.12%-733.1pp | 7.63%-5.6pp |
| Employer contribution / active EE | $830 | $3,351-75.2% | $5,298-84.3% | $2,381-65.2% |
| Participant deferral / active EE | $5,024 | $3,175+58.2% | $5,081-1.1% | $3,470+44.8% |
| Admin fee / account holder | $493 | $5,596-91.2% | $13,411-96.3% | $4,888-89.9% |