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 | $24,044 | $60,124-60.0% | $90,404-73.4% | $79,858-69.9% |
| Participation rate | 89.3% | 65.0%+24.3pp | 72.7%+16.6pp | 69.6%+19.7pp |
| Annual return | 12.72% | 71.94%-59.2pp | 1293.02%-1280.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $805 | $2,068-61.1% | $3,262-75.3% | $2,471-67.4% |
| Participant deferral / active EE | $1,226 | $2,938-58.3% | $3,963-69.1% | $3,740-67.2% |
| Admin fee / account holder | $4,410 | $3,976+10.9% | $5,611-21.4% | $5,306-16.9% |