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 | $40,216 | $53,127-24.3% | $86,590-53.6% | $70,131-42.7% |
| Participation rate | 80.8% | 65.3%+15.5pp | 73.5%+7.2pp | 69.5%+11.2pp |
| Annual return | 15.37% | 27.66%-12.3pp | 964.84%-949.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $382 | $2,068-81.5% | $2,839-86.5% | $2,342-83.7% |
| Participant deferral / active EE | $1,574 | $2,696-41.6% | $3,609-56.4% | $3,332-52.8% |
| Admin fee / account holder | $1,293 | $3,585-63.9% | $4,906-73.6% | $4,645-72.2% |