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 | $30,236 | $63,346-52.3% | $92,233-67.2% | $70,131-56.9% |
| Participation rate | 84.4% | 68.7%+15.8pp | 76.5%+8.0pp | 69.5%+14.9pp |
| Annual return | 18.82% | 530.12%-511.3pp | 176.28%-157.5pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,348 | $2,471-45.4% | $3,679-63.4% | $2,342-42.4% |
| Participant deferral / active EE | $2,009 | $2,854-29.6% | $3,897-48.4% | $3,332-39.7% |
| Admin fee / account holder | $1,257 | $3,840-67.3% | $5,194-75.8% | $4,645-72.9% |