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 | $15,974 | $60,124-73.4% | $90,404-82.3% | $79,858-80.0% |
| Participation rate | 74.5% | 65.0%+9.5pp | 72.7%+1.8pp | 69.6%+4.8pp |
| Annual return | 17.17% | 71.94%-54.8pp | 1293.02%-1275.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,179 | $2,068-43.0% | $3,262-63.9% | $2,471-52.3% |
| Participant deferral / active EE | $1,503 | $2,938-48.8% | $3,963-62.1% | $3,740-59.8% |
| Admin fee / account holder | $513 | $3,976-87.1% | $5,611-90.9% | $5,306-90.3% |