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 | $24,728 | $52,353-52.8% | $120,225-79.4% | $82,448-70.0% |
| Participation rate | 80.6% | 58.3%+22.2pp | 69.6%+11.0pp | 68.1%+12.5pp |
| Annual return | 18.81% | 61.85%-43.0pp | 439.23%-420.4pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,240 | $1,510-17.9% | $3,475-64.3% | $2,551-51.4% |
| Participant deferral / active EE | $5,059 | $2,627+92.6% | $3,999+26.5% | $4,139+22.2% |
| Admin fee / account holder | $1,097 | $4,363-74.9% | $5,696-80.7% | $7,234-84.8% |