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 | $30,364 | $65,395-53.6% | $182,532-83.4% | $72,985-58.4% |
| Participation rate | 97.1% | 65.4%+31.6pp | 78.0%+19.1pp | 69.5%+27.6pp |
| Annual return | 19.95% | 27.68%-7.7pp | 148.54%-128.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $3,359 | $1,911+75.7% | $4,076-17.6% | $2,440+37.7% |
| Participant deferral / active EE | $3,541 | $3,563-0.6% | $5,524-35.9% | $3,607-1.8% |
| Admin fee / account holder | $8,444 | $4,245+98.9% | $8,592-1.7% | $5,124+64.8% |