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 | $31,516 | $89,355-64.7% | $141,162-77.7% | $72,985-56.8% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 43.93% | 111.85%-67.9pp | 71.39%-27.5pp | 81.00%-37.1pp |
| Employer contribution / active EE | $1,542 | $3,114-50.5% | $4,735-67.4% | $2,440-36.8% |
| Participant deferral / active EE | $2,779 | $5,418-48.7% | $6,709-58.6% | $3,607-23.0% |
| Admin fee / account holder | $984 | $5,958-83.5% | $10,261-90.4% | $5,124-80.8% |