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 | $21,640 | $48,795-55.7% | $65,493-67.0% | $84,808-74.5% |
| Participation rate | 95.8% | 67.0%+28.9pp | 73.1%+22.7pp | 68.3%+27.5pp |
| Annual return | 13.85% | 20.20%-6.4pp | 982.45%-968.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,520 | $1,930-21.2% | $2,574-40.9% | $2,631-42.2% |
| Participant deferral / active EE | $2,036 | $2,928-30.5% | $3,961-48.6% | $4,212-51.7% |
| Admin fee / account holder | $1,765 | $3,877-54.5% | $5,028-64.9% | $7,344-76.0% |