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 | $25,414 | $39,162-35.1% | $100,671-74.8% | $59,632-57.4% |
| Participation rate | 82.1% | 55.9%+26.3pp | 70.7%+11.4pp | 68.7%+13.5pp |
| Annual return | 1.81% | 21.07%-19.3pp | 20.43%-18.6pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $960 | $1,151-16.6% | $4,012-76.1% | $2,203-56.4% |
| Participant deferral / active EE | $1,171 | $1,992-41.2% | $3,144-62.8% | $3,192-63.3% |
| Admin fee / account holder | $1,916 | $2,969-35.5% | $4,850-60.5% | $4,297-55.4% |