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 | $16,910 | $58,208-70.9% | $81,812-79.3% | $80,856-79.1% |
| Participation rate | 90.0% | 63.4%+26.6pp | 72.3%+17.7pp | 67.6%+22.4pp |
| Annual return | 14.33% | 41.66%-27.3pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,300 | $2,340-1.7% | $2,912-21.0% | $2,755-16.5% |
| Participant deferral / active EE | $828 | $3,281-74.8% | $4,319-80.8% | $4,296-80.7% |
| Admin fee / account holder | $2,906 | $4,981-41.7% | $7,386-60.7% | $6,918-58.0% |