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 | $31,384 | $63,346-50.5% | $92,233-66.0% | $70,131-55.2% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 23.13% | 530.12%-507.0pp | 176.28%-153.1pp | 73.14%-50.0pp |
| Employer contribution / active EE | $992 | $2,471-59.9% | $3,679-73.0% | $2,342-57.7% |
| Participant deferral / active EE | $6,885 | $2,854+141.3% | $3,897+76.7% | $3,332+106.6% |
| Admin fee / account holder | $1,773 | $3,840-53.8% | $5,194-65.9% | $4,645-61.8% |