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 | $27,808 | $89,355-68.9% | $141,162-80.3% | $72,985-61.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 61.02% | 111.85%-50.8pp | 71.39%-10.4pp | 81.00%-20.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,113 | $5,418+68.2% | $6,709+35.8% | $3,607+152.6% |
| Admin fee / account holder | $2,285 | $5,958-61.6% | $10,261-77.7% | $5,124-55.4% |