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 | $35,269 | $57,281-38.4% | $86,612-59.3% | $75,163-53.1% |
| Participation rate | 73.5% | 63.2%+10.3pp | 71.7%+1.8pp | 67.2%+6.3pp |
| Annual return | 16.31% | 2670.75%-2654.4pp | 591.07%-574.8pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,938 | $2,314-16.3% | $3,022-35.9% | $2,670-27.4% |
| Participant deferral / active EE | $4,000 | $3,318+20.6% | $4,438-9.9% | $4,125-3.0% |
| Admin fee / account holder | $1,337 | $4,112-67.5% | $5,614-76.2% | $5,651-76.3% |