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 | $15,519 | $73,515-78.9% | $62,995-75.4% | $147,584-89.5% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.8%+15.7pp | 82.8%+7.6pp |
| Annual return | 18.20% | 175.43%-157.2pp | 87.57%-69.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,874 | $3,320-43.6% | $2,759-32.1% | $4,876-61.6% |
| Participant deferral / active EE | $1,571 | $4,185-62.5% | $3,329-52.8% | $5,439-71.1% |
| Admin fee / account holder | $3,497 | $5,953-41.3% | $3,600-2.9% | $10,885-67.9% |