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 | $26,937 | $95,416-71.8% | $185,823-85.5% | $85,850-68.6% |
| Participation rate | 73.1% | 68.8%+4.3pp | 81.7%-8.6pp | 69.3%+3.8pp |
| Annual return | 28.87% | 23.59%+5.3pp | 122.05%-93.2pp | 318.53%-289.7pp |
| Employer contribution / active EE | $957 | $3,314-71.1% | $5,167-81.5% | $2,565-62.7% |
| Participant deferral / active EE | $2,453 | $3,423-28.3% | $5,568-55.9% | $3,952-37.9% |
| Admin fee / account holder | $12,368 | $7,213+71.5% | $16,237-23.8% | $6,260+97.6% |