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 | $29,006 | $39,019-25.7% | $80,716-64.1% | $85,850-66.2% |
| Participation rate | 89.7% | 41.5%+48.1pp | 54.2%+35.5pp | 69.3%+20.3pp |
| Annual return | 35.46% | 26.27%+9.2pp | 87.28%-51.8pp | 318.53%-283.1pp |
| Employer contribution / active EE | $1,339 | $722+85.5% | $1,160+15.4% | $2,565-47.8% |
| Participant deferral / active EE | $2,019 | $1,326+52.3% | $2,146-5.9% | $3,952-48.9% |
| Admin fee / account holder | $3,266 | $2,431+34.3% | $3,380-3.4% | $6,260-47.8% |