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 | $21,608 | $60,124-64.1% | $90,404-76.1% | $79,858-72.9% |
| Participation rate | 84.8% | 65.0%+19.9pp | 72.7%+12.2pp | 69.6%+15.2pp |
| Annual return | 11.67% | 71.94%-60.3pp | 1293.02%-1281.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,772 | $2,068-14.3% | $3,262-45.7% | $2,471-28.3% |
| Participant deferral / active EE | $3,284 | $2,938+11.8% | $3,963-17.1% | $3,740-12.2% |
| Admin fee / account holder | $1,266 | $3,976-68.2% | $5,611-77.4% | $5,306-76.1% |