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 | $18,774 | $73,515-74.5% | $62,995-70.2% | $147,584-87.3% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.8%+9.4pp | 82.8%+1.4pp |
| Annual return | 16.24% | 175.43%-159.2pp | 87.57%-71.3pp | 578.55%-562.3pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,846 | $4,185-32.0% | $3,329-14.5% | $5,439-47.7% |
| Admin fee / account holder | $4,717 | $5,953-20.8% | $3,600+31.0% | $10,885-56.7% |