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 | $25,536 | $80,812-68.4% | $160,784-84.1% | $82,448-69.0% |
| Participation rate | 88.6% | 66.2%+22.3pp | 77.0%+11.6pp | 68.1%+20.5pp |
| Annual return | 17.52% | 100.59%-83.1pp | 1803.92%-1786.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,354 | $2,174-37.7% | $3,733-63.7% | $2,551-46.9% |
| Participant deferral / active EE | $2,064 | $4,335-52.4% | $6,293-67.2% | $4,139-50.1% |
| Admin fee / account holder | $1,289 | $7,695-83.3% | $9,717-86.7% | $7,234-82.2% |