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 | $23,223 | $75,828-69.4% | $147,614-84.3% | $59,632-61.1% |
| Participation rate | 97.6% | 71.6%+26.1pp | 84.6%+13.0pp | 68.7%+28.9pp |
| Annual return | 15.44% | 0.37%+15.1pp | 61.98%-46.5pp | 2041.28%-2025.8pp |
| Employer contribution / active EE | $2,626 | $3,485-24.6% | $5,564-52.8% | $2,203+19.2% |
| Participant deferral / active EE | $3,104 | $3,130-0.8% | $4,895-36.6% | $3,192-2.8% |
| Admin fee / account holder | $681 | $5,985-88.6% | $11,611-94.1% | $4,297-84.2% |