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 | $41,807 | $58,828-28.9% | $77,999-46.4% | $62,891-33.5% |
| Participation rate | 98.8% | 71.1%+27.7pp | 75.5%+23.2pp | 69.3%+29.4pp |
| Annual return | 9.58% | 17.16%-7.6pp | 425.96%-416.4pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,950 | $1,672+16.6% | $2,470-21.1% | $2,281-14.5% |
| Participant deferral / active EE | $2,265 | $2,686-15.6% | $3,497-35.2% | $3,203-29.3% |
| Admin fee / account holder | $750 | $4,393-82.9% | $5,480-86.3% | $4,296-82.5% |