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 | $18,469 | $100,773-81.7% | $88,946-79.2% | $142,382-87.0% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 12.77% | 70.18%-57.4pp | 57.82%-45.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $6,700 | $2,918+129.6% | $2,555+162.2% | $4,299+55.8% |
| Participant deferral / active EE | $6,611 | $5,230+26.4% | $4,581+44.3% | $6,507+1.6% |
| Admin fee / account holder | $10,746 | $9,693+10.9% | $8,261+30.1% | $12,624-14.9% |