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 | $23,215 | $58,208-60.1% | $81,812-71.6% | $80,856-71.3% |
| Participation rate | 91.8% | 63.4%+28.4pp | 72.3%+19.5pp | 67.6%+24.2pp |
| Annual return | 16.90% | 41.66%-24.8pp | 773.79%-756.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,246 | $2,340-46.8% | $2,912-57.2% | $2,755-54.8% |
| Participant deferral / active EE | $2,459 | $3,281-25.0% | $4,319-43.1% | $4,296-42.8% |
| Admin fee / account holder | $9,744 | $4,981+95.6% | $7,386+31.9% | $6,918+40.8% |