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 | $20,919 | $75,828-72.4% | $147,614-85.8% | $59,632-64.9% |
| Participation rate | 80.4% | 71.6%+8.8pp | 84.6%-4.2pp | 68.7%+11.7pp |
| Annual return | 0.99% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $471 | $3,485-86.5% | $5,564-91.5% | $2,203-78.6% |
| Participant deferral / active EE | $2,636 | $3,130-15.8% | $4,895-46.1% | $3,192-17.4% |
| Admin fee / account holder | $1,693 | $5,985-71.7% | $11,611-85.4% | $4,297-60.6% |