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 | $19,502 | $63,346-69.2% | $92,233-78.9% | $70,131-72.2% |
| Participation rate | 98.1% | 68.7%+29.5pp | 76.5%+21.7pp | 69.5%+28.6pp |
| Annual return | 13.20% | 530.12%-516.9pp | 176.28%-163.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,175 | $2,471-52.5% | $3,679-68.1% | $2,342-49.9% |
| Participant deferral / active EE | $1,988 | $2,854-30.3% | $3,897-49.0% | $3,332-40.3% |
| Admin fee / account holder | $950 | $3,840-75.3% | $5,194-81.7% | $4,645-79.6% |