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 | $22,678 | $57,281-60.4% | $86,612-73.8% | $75,163-69.8% |
| Participation rate | 95.0% | 63.2%+31.8pp | 71.7%+23.3pp | 67.2%+27.8pp |
| Annual return | 16.44% | 2670.75%-2654.3pp | 591.07%-574.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,386 | $2,314+3.1% | $3,022-21.0% | $2,670-10.6% |
| Participant deferral / active EE | $3,312 | $3,318-0.2% | $4,438-25.4% | $4,125-19.7% |
| Admin fee / account holder | $2,790 | $4,112-32.2% | $5,614-50.3% | $5,651-50.6% |