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 | $27,503 | $65,041-57.7% | $90,951-69.8% | $79,858-65.6% |
| Participation rate | 81.5% | 61.6%+19.9pp | 69.0%+12.5pp | 69.6%+11.8pp |
| Annual return | 14.12% | 30.45%-16.3pp | 134.60%-120.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,978 | $1,247+58.6% | $2,122-6.8% | $2,471-20.0% |
| Participant deferral / active EE | $3,936 | $2,512+56.7% | $3,373+16.7% | $3,740+5.2% |
| Admin fee / account holder | $2,805 | $4,536-38.2% | $5,959-52.9% | $5,306-47.1% |