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 | $41,044 | $85,202-51.8% | $172,739-76.2% | $72,985-43.8% |
| Participation rate | 73.2% | 70.1%+3.1pp | 82.6%-9.5pp | 69.5%+3.7pp |
| Annual return | 24.02% | 27.32%-3.3pp | 802.84%-778.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $875 | $3,324-73.7% | $5,143-83.0% | $2,440-64.1% |
| Participant deferral / active EE | $1,340 | $3,260-58.9% | $5,198-74.2% | $3,607-62.8% |
| Admin fee / account holder | $1,517 | $5,884-74.2% | $13,954-89.1% | $5,124-70.4% |