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 | $14,813 | $85,202-82.6% | $172,739-91.4% | $72,985-79.7% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 24.84% | 27.32%-2.5pp | 802.84%-778.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,654 | $3,324-50.2% | $5,143-67.8% | $2,440-32.2% |
| Participant deferral / active EE | $1,160 | $3,260-64.4% | $5,198-77.7% | $3,607-67.8% |
| Admin fee / account holder | $745 | $5,884-87.3% | $13,954-94.7% | $5,124-85.5% |