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 | $27,907 | $57,281-51.3% | $86,612-67.8% | $75,163-62.9% |
| Participation rate | 93.1% | 63.2%+29.9pp | 71.7%+21.4pp | 67.2%+25.9pp |
| Annual return | 16.86% | 2670.75%-2653.9pp | 591.07%-574.2pp | 160.62%-143.8pp |
| Employer contribution / active EE | $796 | $2,314-65.6% | $3,022-73.7% | $2,670-70.2% |
| Participant deferral / active EE | $3,289 | $3,318-0.9% | $4,438-25.9% | $4,125-20.3% |
| Admin fee / account holder | $705 | $4,112-82.9% | $5,614-87.5% | $5,651-87.5% |