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 | $21,209 | $58,208-63.6% | $81,812-74.1% | $80,856-73.8% |
| Participation rate | 86.4% | 63.4%+22.9pp | 72.3%+14.0pp | 67.6%+18.7pp |
| Annual return | 14.13% | 41.66%-27.5pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,395 | $2,340-40.4% | $2,912-52.1% | $2,755-49.4% |
| Participant deferral / active EE | $2,744 | $3,281-16.4% | $4,319-36.5% | $4,296-36.1% |
| Admin fee / account holder | $2,250 | $4,981-54.8% | $7,386-69.5% | $6,918-67.5% |