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 | $44,357 | $56,114-21.0% | $96,139-53.9% | $85,850-48.3% |
| Participation rate | 83.6% | 56.7%+26.9pp | 68.4%+15.2pp | 69.3%+14.3pp |
| Annual return | 21.10% | 42.30%-21.2pp | 191.94%-170.8pp | 318.53%-297.4pp |
| Employer contribution / active EE | $1,040 | $1,620-35.8% | $2,797-62.8% | $2,565-59.5% |
| Participant deferral / active EE | $1,870 | $2,859-34.6% | $4,349-57.0% | $3,952-52.7% |
| Admin fee / account holder | $490 | $3,768-87.0% | $5,537-91.2% | $6,260-92.2% |