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 7-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 | $37,122 | $65,561-43.4% | $86,188-56.9% | $75,163-50.6% |
| Participation rate | 76.6% | 60.5%+16.1pp | 69.0%+7.6pp | 67.2%+9.4pp |
| Annual return | 23.49% | 46.05%-22.6pp | 1168.45%-1145.0pp | 160.62%-137.1pp |
| Employer contribution / active EE | $714 | $1,553-54.0% | $2,380-70.0% | $2,670-73.3% |
| Participant deferral / active EE | $2,640 | $3,024-12.7% | $3,985-33.8% | $4,125-36.0% |
| Admin fee / account holder | $1,183 | $5,474-78.4% | $6,852-82.7% | $5,651-79.1% |