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 | $43,371 | $64,324-32.6% | $118,925-63.5% | $79,858-45.7% |
| Participation rate | 82.7% | 64.9%+17.8pp | 75.4%+7.3pp | 69.6%+13.1pp |
| Annual return | 11.21% | 86.45%-75.2pp | 35.88%-24.7pp | 31.71%-20.5pp |
| Employer contribution / active EE | $2,037 | $1,836+10.9% | $3,263-37.6% | $2,471-17.6% |
| Participant deferral / active EE | $1,791 | $2,824-36.6% | $4,265-58.0% | $3,740-52.1% |
| Admin fee / account holder | $3,395 | $4,040-16.0% | $6,581-48.4% | $5,306-36.0% |