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 | $27,437 | $57,281-52.1% | $86,612-68.3% | $75,163-63.5% |
| Participation rate | 95.7% | 63.2%+32.5pp | 71.7%+24.0pp | 67.2%+28.5pp |
| Annual return | 19.51% | 2670.75%-2651.2pp | 591.07%-571.6pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,231 | $2,314-46.8% | $3,022-59.3% | $2,670-53.9% |
| Participant deferral / active EE | $3,852 | $3,318+16.1% | $4,438-13.2% | $4,125-6.6% |
| Admin fee / account holder | $652 | $4,112-84.1% | $5,614-88.4% | $5,651-88.5% |