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 | $25,280 | $60,124-58.0% | $90,404-72.0% | $79,858-68.3% |
| Participation rate | 89.5% | 65.0%+24.5pp | 72.7%+16.8pp | 69.6%+19.8pp |
| Annual return | 11.56% | 71.94%-60.4pp | 1293.02%-1281.5pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,660 | $2,068-19.7% | $3,262-49.1% | $2,471-32.8% |
| Participant deferral / active EE | $3,614 | $2,938+23.0% | $3,963-8.8% | $3,740-3.4% |
| Admin fee / account holder | $1,741 | $3,976-56.2% | $5,611-69.0% | $5,306-67.2% |