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 | $11,984 | $58,208-79.4% | $81,812-85.4% | $80,856-85.2% |
| Participation rate | 85.0% | 63.4%+21.6pp | 72.3%+12.7pp | 67.6%+17.4pp |
| Annual return | 12.45% | 41.66%-29.2pp | 773.79%-761.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,870 | $2,340-20.1% | $2,912-35.8% | $2,755-32.1% |
| Participant deferral / active EE | $3,798 | $3,281+15.8% | $4,319-12.0% | $4,296-11.6% |
| Admin fee / account holder | $1,730 | $4,981-65.3% | $7,386-76.6% | $6,918-75.0% |