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 | $41,443 | $60,124-31.1% | $90,404-54.2% | $79,858-48.1% |
| Participation rate | 92.9% | 65.0%+27.9pp | 72.7%+20.2pp | 69.6%+23.2pp |
| Annual return | 18.78% | 71.94%-53.2pp | 1293.02%-1274.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,464 | $2,068-29.2% | $3,262-55.1% | $2,471-40.7% |
| Participant deferral / active EE | $2,604 | $2,938-11.4% | $3,963-34.3% | $3,740-30.4% |
| Admin fee / account holder | $879 | $3,976-77.9% | $5,611-84.3% | $5,306-83.4% |