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 | $21,418 | $99,020-78.4% | $86,590-75.3% | $147,584-85.5% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 12.52% | 1312.34%-1299.8pp | 964.84%-952.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,266 | $3,132-27.6% | $2,839-20.2% | $4,876-53.5% |
| Participant deferral / active EE | $2,441 | $3,972-38.5% | $3,609-32.3% | $5,439-55.1% |
| Admin fee / account holder | $11,214 | $5,710+96.4% | $4,906+128.6% | $10,885+3.0% |