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 | $34,451 | $29,660+16.2% | $56,411-38.9% | $80,856-57.4% |
| Participation rate | 87.1% | 41.6%+45.5pp | 52.5%+34.7pp | 67.6%+19.5pp |
| Annual return | 13.97% | 35.23%-21.3pp | 1701.33%-1687.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,264 | $669+88.9% | $1,039+21.7% | $2,755-54.1% |
| Participant deferral / active EE | $2,855 | $1,226+132.9% | $1,952+46.3% | $4,296-33.5% |
| Admin fee / account holder | $2,758 | $2,428+13.6% | $2,829-2.5% | $6,918-60.1% |