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 | $19,160 | $77,899-75.4% | $149,673-87.2% | $75,163-74.5% |
| Participation rate | 90.7% | 65.6%+25.2pp | 78.8%+12.0pp | 67.2%+23.5pp |
| Annual return | 20.10% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $2,222 | $3,137-29.2% | $4,818-53.9% | $2,670-16.8% |
| Participant deferral / active EE | $4,234 | $3,411+24.1% | $5,680-25.5% | $4,125+2.6% |
| Admin fee / account holder | $1,314 | $5,956-77.9% | $13,210-90.1% | $5,651-76.8% |