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 | $21,432 | $24,730-13.3% | $66,042-67.5% | $84,808-74.7% |
| Participation rate | 86.7% | 68.1%+18.6pp | 67.5%+19.2pp | 68.3%+18.4pp |
| Annual return | 17.66% | 79.55%-61.9pp | 52.11%-34.4pp | 40.90%-23.2pp |
| Employer contribution / active EE | $802 | $857-6.3% | $1,579-49.2% | $2,631-69.5% |
| Participant deferral / active EE | $5,292 | $1,737+204.7% | $2,835+86.7% | $4,212+25.7% |
| Admin fee / account holder | $44,295 | $3,014+1369.7% | $5,747+670.8% | $7,344+503.2% |