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 | $24,635 | $48,230-48.9% | $67,502-63.5% | $80,856-69.5% |
| Participation rate | 87.5% | 66.4%+21.1pp | 72.9%+14.6pp | 67.6%+19.9pp |
| Annual return | 13.80% | 18.28%-4.5pp | 3512.12%-3498.3pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,546 | $2,020+26.0% | $2,731-6.8% | $2,755-7.6% |
| Participant deferral / active EE | $894 | $2,924-69.4% | $4,000-77.6% | $4,296-79.2% |
| Admin fee / account holder | $1,970 | $3,681-46.5% | $3,998-50.7% | $6,918-71.5% |