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 | $74,553 | $89,355-16.6% | $141,162-47.2% | $72,985+2.1% |
| Participation rate | 93.8% | 75.1%+18.6pp | 82.5%+11.3pp | 69.5%+24.3pp |
| Annual return | 21.29% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,241 | $3,114-60.1% | $4,735-73.8% | $2,440-49.1% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,132 | $5,958-81.0% | $10,261-89.0% | $5,124-77.9% |