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 | $16,985 | $85,202-80.1% | $172,739-90.2% | $72,985-76.7% |
| Participation rate | 93.6% | 70.1%+23.6pp | 82.6%+11.0pp | 69.5%+24.1pp |
| Annual return | 17.68% | 27.32%-9.6pp | 802.84%-785.2pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,598 | $3,324-51.9% | $5,143-68.9% | $2,440-34.5% |
| Participant deferral / active EE | $1,558 | $3,260-52.2% | $5,198-70.0% | $3,607-56.8% |
| Admin fee / account holder | $1,687 | $5,884-71.3% | $13,954-87.9% | $5,124-67.1% |