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 | $22,621 | $84,233-73.1% | $170,442-86.7% | $70,131-67.7% |
| Participation rate | 96.2% | 70.8%+25.3pp | 83.6%+12.6pp | 69.5%+26.6pp |
| Annual return | 77.86% | 23.06%+54.8pp | 205.93%-128.1pp | 73.14%+4.7pp |
| Employer contribution / active EE | $622 | $3,387-81.7% | $5,433-88.6% | $2,342-73.5% |
| Participant deferral / active EE | $1,405 | $3,086-54.5% | $4,939-71.6% | $3,332-57.8% |
| Admin fee / account holder | $1,709 | $5,698-70.0% | $13,880-87.7% | $4,645-63.2% |