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 | $41,578 | $56,629-26.6% | $77,999-46.7% | $55,167-24.6% |
| Participation rate | 79.7% | 73.3%+6.4pp | 75.5%+4.2pp | 69.0%+10.7pp |
| Annual return | 11.40% | 2866.98%-2855.6pp | 425.96%-414.6pp | 169.23%-157.8pp |
| Employer contribution / active EE | $2,206 | $1,723+28.0% | $2,470-10.7% | $1,963+12.4% |
| Participant deferral / active EE | $2,120 | $2,777-23.6% | $3,497-39.4% | $3,054-30.6% |
| Admin fee / account holder | $3,830 | $467+721.0% | $5,480-30.1% | $504+660.1% |