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 | $27,201 | $91,190-70.2% | $178,490-84.8% | $79,858-65.9% |
| Participation rate | 98.5% | 69.2%+29.3pp | 81.9%+16.5pp | 69.6%+28.8pp |
| Annual return | 13.90% | 24.19%-10.3pp | 151.07%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,195 | $3,256-32.6% | $5,011-56.2% | $2,471-11.1% |
| Participant deferral / active EE | $2,824 | $3,236-12.7% | $5,202-45.7% | $3,740-24.5% |
| Admin fee / account holder | $2,984 | $6,751-55.8% | $13,984-78.7% | $5,306-43.8% |