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 | $14,213 | $107,015-86.7% | $73,545-80.7% | $147,584-90.4% |
| Participation rate | 94.7% | 66.4%+28.4pp | 54.9%+39.8pp | 82.8%+11.9pp |
| Annual return | 12.68% | 38.25%-25.6pp | -15.16%+27.8pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,526 | $1,760-13.3% | $1,219+25.2% | $4,876-68.7% |
| Participant deferral / active EE | $752 | $2,462-69.5% | $1,806-58.4% | $5,439-86.2% |
| Admin fee / account holder | $4,860 | $3,055+59.1% | $2,320+109.5% | $10,885-55.4% |