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 | $18,655 | $55,415-66.3% | $155,509-88.0% | $74,495-75.0% |
| Participation rate | 96.1% | 61.9%+34.2pp | 78.2%+17.9pp | 67.2%+28.9pp |
| Annual return | 15.40% | 268.50%-253.1pp | 64.67%-49.3pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $3,115 | $2,267+37.4% | $4,672-33.3% | $2,623+18.8% |
| Participant deferral / active EE | $3,553 | $2,836+25.3% | $5,626-36.9% | $4,346-18.3% |
| Admin fee / account holder | $1,220 | $1,738-29.8% | $15,912-92.3% | $1,942-37.2% |