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 | $14,365 | $54,517-73.6% | $75,972-81.1% | $74,495-80.7% |
| Participation rate | 98.5% | 60.3%+38.1pp | 69.1%+29.4pp | 67.2%+31.3pp |
| Annual return | 12.46% | 31.82%-19.4pp | 359.55%-347.1pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $2,579 | $1,777+45.1% | $2,685-3.9% | $2,623-1.7% |
| Participant deferral / active EE | $1,346 | $3,066-56.1% | $4,255-68.4% | $4,346-69.0% |
| Admin fee / account holder | $2,253 | $2,229+1.1% | $6,467-65.2% | $1,942+16.0% |