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 | $38,842 | $86,286-55.0% | $111,297-65.1% | $85,850-54.8% |
| Participation rate | 86.7% | 73.3%+13.3pp | 77.3%+9.4pp | 69.3%+17.4pp |
| Annual return | 12.12% | 19.99%-7.9pp | 54.65%-42.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,036 | $2,043-49.3% | $2,731-62.1% | $2,565-59.6% |
| Participant deferral / active EE | $2,652 | $3,641-27.2% | $4,487-40.9% | $3,952-32.9% |
| Admin fee / account holder | $463 | $8,188-94.3% | $7,964-94.2% | $6,260-92.6% |