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 | $27,529 | $65,561-58.0% | $86,188-68.1% | $75,163-63.4% |
| Participation rate | 89.6% | 60.5%+29.1pp | 69.0%+20.6pp | 67.2%+22.4pp |
| Annual return | 23.46% | 46.05%-22.6pp | 1168.45%-1145.0pp | 160.62%-137.2pp |
| Employer contribution / active EE | $1,171 | $1,553-24.6% | $2,380-50.8% | $2,670-56.1% |
| Participant deferral / active EE | $1,721 | $3,024-43.1% | $3,985-56.8% | $4,125-58.3% |
| Admin fee / account holder | $941 | $5,474-82.8% | $6,852-86.3% | $5,651-83.4% |