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 | $27,470 | $89,355-69.3% | $141,162-80.5% | $72,985-62.4% |
| Participation rate | 92.5% | 75.1%+17.3pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 23.39% | 111.85%-88.5pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,322 | $5,418+16.7% | $6,709-5.8% | $3,607+75.2% |
| Admin fee / account holder | $574 | $5,958-90.4% | $10,261-94.4% | $5,124-88.8% |