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 | $26,463 | $60,124-56.0% | $90,404-70.7% | $79,858-66.9% |
| Participation rate | 71.4% | 65.0%+6.4pp | 72.7%-1.3pp | 69.6%+1.8pp |
| Annual return | 17.03% | 71.94%-54.9pp | 1293.02%-1276.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,316 | $2,068-36.3% | $3,262-59.7% | $2,471-46.7% |
| Participant deferral / active EE | $2,101 | $2,938-28.5% | $3,963-47.0% | $3,740-43.8% |
| Admin fee / account holder | $1,870 | $3,976-53.0% | $5,611-66.7% | $5,306-64.8% |