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 | $24,680 | $62,573-60.6% | $85,682-71.2% | $85,850-71.3% |
| Participation rate | 75.9% | 61.1%+14.8pp | 69.9%+6.1pp | 69.3%+6.6pp |
| Annual return | 14.07% | 23.77%-9.7pp | 21.49%-7.4pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,292 | $1,757-26.5% | $2,618-50.7% | $2,565-49.6% |
| Participant deferral / active EE | $3,930 | $2,802+40.2% | $3,923+0.2% | $3,952-0.6% |
| Admin fee / account holder | $1,686 | $4,640-63.7% | $6,873-75.5% | $6,260-73.1% |