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 | $19,843 | $60,124-67.0% | $90,404-78.1% | $79,858-75.2% |
| Participation rate | 95.7% | 65.0%+30.8pp | 72.7%+23.1pp | 69.6%+26.1pp |
| Annual return | 13.00% | 71.94%-58.9pp | 1293.02%-1280.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,159 | $2,068+4.4% | $3,262-33.8% | $2,471-12.6% |
| Participant deferral / active EE | $2,236 | $2,938-23.9% | $3,963-43.6% | $3,740-40.2% |
| Admin fee / account holder | $600 | $3,976-84.9% | $5,611-89.3% | $5,306-88.7% |