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 | $28,574 | $102,966-72.2% | $90,281-68.3% | $152,861-81.3% |
| Participation rate | 94.1% | 75.9%+18.3pp | 73.3%+20.8pp | 82.4%+11.7pp |
| Annual return | 19.25% | 95.16%-75.9pp | 78.10%-58.8pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,167 | $3,139-62.8% | $2,854-59.1% | $4,762-75.5% |
| Participant deferral / active EE | $2,360 | $4,281-44.9% | $3,885-39.3% | $5,850-59.7% |
| Admin fee / account holder | $7,471 | $6,171+21.1% | $5,351+39.6% | $11,596-35.6% |