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 | $20,153 | $63,346-68.2% | $92,233-78.2% | $70,131-71.3% |
| Participation rate | 72.0% | 68.7%+3.3pp | 76.5%-4.5pp | 69.5%+2.5pp |
| Annual return | 20.76% | 530.12%-509.4pp | 176.28%-155.5pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,403 | $2,471-43.2% | $3,679-61.9% | $2,342-40.1% |
| Participant deferral / active EE | $3,762 | $2,854+31.8% | $3,897-3.5% | $3,332+12.9% |
| Admin fee / account holder | $622 | $3,840-83.8% | $5,194-88.0% | $4,645-86.6% |