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 | $20,443 | $102,966-80.1% | $90,281-77.4% | $152,861-86.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 17.40% | 95.16%-77.8pp | 78.10%-60.7pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,042 | $3,139-66.8% | $2,854-63.5% | $4,762-78.1% |
| Participant deferral / active EE | $2,012 | $4,281-53.0% | $3,885-48.2% | $5,850-65.6% |
| Admin fee / account holder | $741 | $6,171-88.0% | $5,351-86.2% | $11,596-93.6% |