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 | $23,828 | $91,190-73.9% | $178,490-86.7% | $79,858-70.2% |
| Participation rate | 86.7% | 69.2%+17.5pp | 81.9%+4.7pp | 69.6%+17.0pp |
| Annual return | 12.65% | 24.19%-11.5pp | 151.07%-138.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,112 | $3,256-35.1% | $5,011-57.9% | $2,471-14.5% |
| Participant deferral / active EE | $1,100 | $3,236-66.0% | $5,202-78.9% | $3,740-70.6% |
| Admin fee / account holder | $1,529 | $6,751-77.3% | $13,984-89.1% | $5,306-71.2% |