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 | $11,671 | $48,046-75.7% | $84,611-86.2% | $72,985-84.0% |
| Participation rate | 85.5% | 57.6%+27.9pp | 68.2%+17.2pp | 69.5%+16.0pp |
| Annual return | 38.87% | 37.38%+1.5pp | 258.74%-219.9pp | 81.00%-42.1pp |
| Employer contribution / active EE | $2,722 | $1,602+69.9% | $2,652+2.6% | $2,440+11.6% |
| Participant deferral / active EE | $832 | $2,680-68.9% | $3,899-78.6% | $3,607-76.9% |
| Admin fee / account holder | $338 | $3,395-90.1% | $4,912-93.1% | $5,124-93.4% |