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 | $24,669 | $39,019-36.8% | $80,716-69.4% | $85,850-71.3% |
| Participation rate | 79.7% | 41.5%+38.2pp | 54.2%+25.5pp | 69.3%+10.4pp |
| Annual return | 20.84% | 26.27%-5.4pp | 87.28%-66.4pp | 318.53%-297.7pp |
| Employer contribution / active EE | $1,122 | $722+55.5% | $1,160-3.2% | $2,565-56.2% |
| Participant deferral / active EE | $2,438 | $1,326+83.9% | $2,146+13.6% | $3,952-38.3% |
| Admin fee / account holder | $1,041 | $2,431-57.2% | $3,380-69.2% | $6,260-83.4% |