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 | $27,579 | $48,046-42.6% | $84,611-67.4% | $72,985-62.2% |
| Participation rate | 96.7% | 57.6%+39.1pp | 68.2%+28.4pp | 69.5%+27.2pp |
| Annual return | 19.58% | 37.38%-17.8pp | 258.74%-239.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $5,416 | $1,602+238.1% | $2,652+104.2% | $2,440+122.0% |
| Participant deferral / active EE | $4,567 | $2,680+70.4% | $3,899+17.1% | $3,607+26.6% |
| Admin fee / account holder | $2,111 | $3,395-37.8% | $4,912-57.0% | $5,124-58.8% |