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 | $24,261 | $54,705-55.7% | $71,209-65.9% | $84,808-71.4% |
| Participation rate | 85.3% | 64.1%+21.2pp | 73.8%+11.5pp | 68.3%+17.0pp |
| Annual return | 15.97% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,054 | $2,158-51.1% | $2,721-61.2% | $2,631-59.9% |
| Participant deferral / active EE | $1,201 | $3,030-60.4% | $4,175-71.2% | $4,212-71.5% |
| Admin fee / account holder | $1,132 | $4,863-76.7% | $5,349-78.8% | $7,344-84.6% |