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 | $33,663 | $95,416-64.7% | $185,823-81.9% | $85,850-60.8% |
| Participation rate | 96.4% | 68.8%+27.6pp | 81.7%+14.7pp | 69.3%+27.0pp |
| Annual return | 14.23% | 23.59%-9.4pp | 122.05%-107.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,702 | $3,314-48.6% | $5,167-67.1% | $2,565-33.7% |
| Participant deferral / active EE | $5,636 | $3,423+64.6% | $5,568+1.2% | $3,952+42.6% |
| Admin fee / account holder | $1,320 | $7,213-81.7% | $16,237-91.9% | $6,260-78.9% |