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 | $26,711 | $27,839-4.1% | $58,482-54.3% | $71,457-62.6% |
| Participation rate | 78.4% | 34.5%+43.9pp | 50.9%+27.6pp | 67.9%+10.5pp |
| Annual return | 15.17% | 26.81%-11.6pp | 4239.32%-4224.1pp | 28.85%-13.7pp |
| Employer contribution / active EE | $230 | $631-63.5% | $1,053-78.1% | $2,588-91.1% |
| Participant deferral / active EE | $734 | $1,206-39.2% | $1,924-61.9% | $4,289-82.9% |
| Admin fee / account holder | $708 | $1,641-56.8% | $2,516-71.8% | $1,587-55.4% |