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 | $26,599 | $53,516-50.3% | $126,539-79.0% | $84,808-68.6% |
| Participation rate | 95.2% | 58.2%+37.0pp | 69.8%+25.4pp | 68.3%+26.9pp |
| Annual return | 19.95% | 58.34%-38.4pp | 425.95%-406.0pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,002 | $1,535-34.7% | $3,674-72.7% | $2,631-61.9% |
| Participant deferral / active EE | $3,053 | $2,671+14.3% | $4,083-25.2% | $4,212-27.5% |
| Admin fee / account holder | $826 | $4,497-81.6% | $6,065-86.4% | $7,344-88.8% |