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 | $36,108 | $48,364-25.3% | $71,796-49.7% | $62,891-42.6% |
| Participation rate | 86.1% | 60.6%+25.5pp | 69.1%+17.0pp | 69.3%+16.8pp |
| Annual return | 10.72% | 13.16%-2.4pp | 78.04%-67.3pp | 20.14%-9.4pp |
| Employer contribution / active EE | $406 | $1,042-61.0% | $1,924-78.9% | $2,281-82.2% |
| Participant deferral / active EE | $3,930 | $2,091+87.9% | $2,794+40.6% | $3,203+22.7% |
| Admin fee / account holder | $1,230 | $3,771-67.4% | $4,815-74.5% | $4,296-71.4% |