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 | $27,217 | $85,202-68.1% | $172,739-84.2% | $72,985-62.7% |
| Participation rate | 72.0% | 70.1%+2.0pp | 82.6%-10.6pp | 69.5%+2.6pp |
| Annual return | 18.01% | 27.32%-9.3pp | 802.84%-784.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $2,821 | $3,324-15.1% | $5,143-45.1% | $2,440+15.6% |
| Participant deferral / active EE | $2,330 | $3,260-28.5% | $5,198-55.2% | $3,607-35.4% |
| Admin fee / account holder | $3,292 | $5,884-44.1% | $13,954-76.4% | $5,124-35.8% |