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 | $17,204 | $37,426-54.0% | $77,482-77.8% | $79,858-78.5% |
| Participation rate | 72.7% | 41.5%+31.2pp | 54.2%+18.5pp | 69.6%+3.1pp |
| Annual return | 18.87% | 39.70%-20.8pp | 54.79%-35.9pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,160 | $637+82.3% | $986+17.6% | $2,471-53.0% |
| Participant deferral / active EE | $2,717 | $1,260+115.7% | $1,861+46.0% | $3,740-27.3% |
| Admin fee / account holder | $3,596 | $2,504+43.6% | $2,858+25.8% | $5,306-32.2% |