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 | $27,613 | $60,124-54.1% | $90,404-69.5% | $79,858-65.4% |
| Participation rate | 89.7% | 65.0%+24.7pp | 72.7%+17.0pp | 69.6%+20.0pp |
| Annual return | 15.73% | 71.94%-56.2pp | 1293.02%-1277.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $860 | $2,068-58.4% | $3,262-73.6% | $2,471-65.2% |
| Participant deferral / active EE | $4,379 | $2,938+49.1% | $3,963+10.5% | $3,740+17.1% |
| Admin fee / account holder | $3,284 | $3,976-17.4% | $5,611-41.5% | $5,306-38.1% |