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 | $23,766 | $29,660-19.9% | $56,411-57.9% | $80,856-70.6% |
| Participation rate | 74.6% | 41.6%+33.0pp | 52.5%+22.1pp | 67.6%+7.0pp |
| Annual return | 12.93% | 35.23%-22.3pp | 1701.33%-1688.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $905 | $669+35.3% | $1,039-12.8% | $2,755-67.1% |
| Participant deferral / active EE | $2,626 | $1,226+114.2% | $1,952+34.5% | $4,296-38.9% |
| Admin fee / account holder | $1,353 | $2,428-44.3% | $2,829-52.2% | $6,918-80.4% |