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 | $21,828 | $73,515-70.3% | $62,995-65.3% | $147,584-85.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 11.50% | 175.43%-163.9pp | 87.57%-76.1pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,178 | $3,320-64.5% | $2,759-57.3% | $4,876-75.8% |
| Participant deferral / active EE | $3,449 | $4,185-17.6% | $3,329+3.6% | $5,439-36.6% |
| Admin fee / account holder | $1,746 | $5,953-70.7% | $3,600-51.5% | $10,885-84.0% |