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 | $30,150 | $34,308-12.1% | $74,701-59.6% | $72,985-58.7% |
| Participation rate | 91.4% | 42.4%+49.0pp | 54.5%+37.0pp | 69.5%+21.9pp |
| Annual return | 25.58% | 26.58%-1.0pp | 752.92%-727.3pp | 81.00%-55.4pp |
| Employer contribution / active EE | $855 | $692+23.6% | $1,084-21.1% | $2,440-65.0% |
| Participant deferral / active EE | $1,055 | $1,271-17.0% | $1,964-46.3% | $3,607-70.7% |
| Admin fee / account holder | $781 | $2,124-63.2% | $3,333-76.6% | $5,124-84.8% |