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 | $22,245 | $77,899-71.4% | $149,673-85.1% | $75,163-70.4% |
| Participation rate | 96.1% | 65.6%+30.5pp | 78.8%+17.3pp | 67.2%+28.9pp |
| Annual return | 21.09% | 31.72%-10.6pp | 134.42%-113.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $3,618 | $3,137+15.3% | $4,818-24.9% | $2,670+35.5% |
| Participant deferral / active EE | $1,211 | $3,411-64.5% | $5,680-78.7% | $4,125-70.7% |
| Admin fee / account holder | $735 | $5,956-87.7% | $13,210-94.4% | $5,651-87.0% |