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 | $29,172 | $91,190-68.0% | $178,490-83.7% | $79,858-63.5% |
| Participation rate | 96.0% | 69.2%+26.8pp | 81.9%+14.1pp | 69.6%+26.4pp |
| Annual return | 19.40% | 24.19%-4.8pp | 151.07%-131.7pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,014 | $3,256-38.1% | $5,011-59.8% | $2,471-18.5% |
| Participant deferral / active EE | $1,913 | $3,236-40.9% | $5,202-63.2% | $3,740-48.8% |
| Admin fee / account holder | $884 | $6,751-86.9% | $13,984-93.7% | $5,306-83.3% |