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 | $18,412 | $53,516-65.6% | $126,539-85.4% | $84,808-78.3% |
| Participation rate | 92.4% | 58.2%+34.2pp | 69.8%+22.6pp | 68.3%+24.1pp |
| Annual return | 20.25% | 58.34%-38.1pp | 425.95%-405.7pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,683 | $1,535+9.7% | $3,674-54.2% | $2,631-36.0% |
| Participant deferral / active EE | $2,246 | $2,671-15.9% | $4,083-45.0% | $4,212-46.7% |
| Admin fee / account holder | $345 | $4,497-92.3% | $6,065-94.3% | $7,344-95.3% |