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 | $25,536 | $83,902-69.6% | $167,512-84.8% | $84,808-69.9% |
| Participation rate | 88.6% | 66.5%+22.1pp | 77.1%+11.5pp | 68.3%+20.3pp |
| Annual return | 17.52% | 91.55%-74.0pp | 1615.79%-1598.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,354 | $2,264-40.2% | $3,882-65.1% | $2,631-48.6% |
| Participant deferral / active EE | $2,064 | $4,442-53.5% | $6,405-67.8% | $4,212-51.0% |
| Admin fee / account holder | $1,289 | $7,915-83.7% | $9,769-86.8% | $7,344-82.5% |