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 | $28,351 | $91,190-68.9% | $178,490-84.1% | $79,858-64.5% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 13.89% | 24.19%-10.3pp | 151.07%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,054 | $3,256-36.9% | $5,011-59.0% | $2,471-16.9% |
| Participant deferral / active EE | $2,278 | $3,236-29.6% | $5,202-56.2% | $3,740-39.1% |
| Admin fee / account holder | $497 | $6,751-92.6% | $13,984-96.4% | $5,306-90.6% |