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 | $14,202 | $57,281-75.2% | $86,612-83.6% | $75,163-81.1% |
| Participation rate | 75.6% | 63.2%+12.4pp | 71.7%+3.9pp | 67.2%+8.4pp |
| Annual return | 16.01% | 2670.75%-2654.7pp | 591.07%-575.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $345 | $2,314-85.1% | $3,022-88.6% | $2,670-87.1% |
| Participant deferral / active EE | $1,926 | $3,318-42.0% | $4,438-56.6% | $4,125-53.3% |
| Admin fee / account holder | $1,016 | $4,112-75.3% | $5,614-81.9% | $5,651-82.0% |