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 | $25,991 | $98,750-73.7% | $149,696-82.6% | $79,858-67.5% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.5%-4.9pp | 69.6%+7.9pp |
| Annual return | 19.68% | 27.43%-7.7pp | 276.60%-256.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,921 | $3,216-40.3% | $4,644-58.6% | $2,471-22.3% |
| Participant deferral / active EE | $5,425 | $5,680-4.5% | $6,842-20.7% | $3,740+45.0% |
| Admin fee / account holder | $7,991 | $6,053+32.0% | $9,309-14.2% | $5,306+50.6% |