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 | $30,434 | $48,570-37.3% | $130,648-76.7% | $72,985-58.3% |
| Participation rate | 76.6% | 58.6%+18.0pp | 71.7%+4.8pp | 69.5%+7.1pp |
| Annual return | 23.28% | 38.63%-15.3pp | 1708.96%-1685.7pp | 81.00%-57.7pp |
| Employer contribution / active EE | $781 | $1,334-41.4% | $4,092-80.9% | $2,440-68.0% |
| Participant deferral / active EE | $2,470 | $2,384+3.6% | $3,603-31.5% | $3,607-31.5% |
| Admin fee / account holder | $1,429 | $3,549-59.7% | $5,464-73.8% | $5,124-72.1% |