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 | $17,029 | $84,696-79.9% | $75,696-77.5% | $167,490-89.8% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.8%+13.4pp | 82.1%+6.1pp |
| Annual return | 11.50% | 199.36%-187.9pp | 104.53%-93.0pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,370 | $3,230-57.6% | $2,743-50.1% | $4,837-71.7% |
| Participant deferral / active EE | $4,850 | $4,580+5.9% | $3,821+26.9% | $6,341-23.5% |
| Admin fee / account holder | $3,056 | $5,355-42.9% | $3,619-15.5% | $12,309-75.2% |