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 | $29,533 | $25,014+18.1% | $69,647-57.6% | $80,856-63.5% |
| Participation rate | 80.7% | 64.2%+16.5pp | 66.5%+14.3pp | 67.6%+13.1pp |
| Annual return | 13.40% | 19.07%-5.7pp | 100.48%-87.1pp | 35.59%-22.2pp |
| Employer contribution / active EE | $815 | $993-17.9% | $1,712-52.4% | $2,755-70.4% |
| Participant deferral / active EE | $2,472 | $1,839+34.4% | $2,886-14.3% | $4,296-42.4% |
| Admin fee / account holder | $312 | $2,488-87.5% | $4,713-93.4% | $6,918-95.5% |