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 | $27,247 | $76,000-64.1% | $154,107-82.3% | $64,186-57.6% |
| Participation rate | 74.2% | 70.4%+3.8pp | 83.0%-8.8pp | 69.6%+4.6pp |
| Annual return | 10.55% | 30.32%-19.8pp | 735.12%-724.6pp | 7.63%+2.9pp |
| Employer contribution / active EE | $1,935 | $3,351-42.2% | $5,298-63.5% | $2,381-18.7% |
| Participant deferral / active EE | $1,474 | $3,175-53.6% | $5,081-71.0% | $3,470-57.5% |
| Admin fee / account holder | $12,971 | $5,596+131.8% | $13,411-3.3% | $4,888+165.4% |