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 | $21,649 | $95,971-77.4% | $74,550-71.0% | $135,375-84.0% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | 1.44% | 56.96%-55.5pp | 32.53%-31.1pp | 519.73%-518.3pp |
| Employer contribution / active EE | $1,411 | $2,716-48.0% | $1,961-28.0% | $4,779-70.5% |
| Participant deferral / active EE | $2,233 | $3,843-41.9% | $3,108-28.2% | $5,609-60.2% |
| Admin fee / account holder | $32,031 | $6,522+391.1% | $5,060+533.1% | $10,827+195.8% |