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 | $29,039 | $107,015-72.9% | $73,545-60.5% | $147,584-80.3% |
| Participation rate | 88.9% | 66.4%+22.5pp | 54.9%+34.0pp | 82.8%+6.1pp |
| Annual return | 17.79% | 38.25%-20.5pp | -15.16%+32.9pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,235 | $1,760-29.8% | $1,219+1.3% | $4,876-74.7% |
| Participant deferral / active EE | $2,947 | $2,462+19.7% | $1,806+63.2% | $5,439-45.8% |
| Admin fee / account holder | $900 | $3,055-70.6% | $2,320-61.2% | $10,885-91.7% |