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 | $25,532 | $106,890-76.1% | $84,015-69.6% | $152,861-83.3% |
| Participation rate | 95.8% | 75.2%+20.6pp | 69.0%+26.8pp | 82.4%+13.4pp |
| Annual return | 17.01% | 104.99%-88.0pp | 71.31%-54.3pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,187 | $2,734-56.6% | $1,983-40.2% | $4,762-75.1% |
| Participant deferral / active EE | $1,719 | $4,011-57.2% | $3,239-46.9% | $5,850-70.6% |
| Admin fee / account holder | $11,942 | $8,285+44.1% | $6,101+95.7% | $11,596+3.0% |