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 | $26,951 | $89,753-70.0% | $107,525-74.9% | $84,808-68.2% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 15.68% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,181 | $3,113-62.1% | $3,754-68.5% | $2,631-55.1% |
| Participant deferral / active EE | $2,774 | $4,056-31.6% | $5,116-45.8% | $4,212-34.1% |
| Admin fee / account holder | $401 | $7,222-94.5% | $8,919-95.5% | $7,344-94.5% |