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 | $19,429 | $60,124-67.7% | $90,404-78.5% | $79,858-75.7% |
| Participation rate | 89.0% | 65.0%+24.0pp | 72.7%+16.3pp | 69.6%+19.4pp |
| Annual return | 19.38% | 71.94%-52.6pp | 1293.02%-1273.6pp | 31.71%-12.3pp |
| Employer contribution / active EE | $598 | $2,068-71.1% | $3,262-81.7% | $2,471-75.8% |
| Participant deferral / active EE | $1,688 | $2,938-42.5% | $3,963-57.4% | $3,740-54.9% |
| Admin fee / account holder | $1,270 | $3,976-68.1% | $5,611-77.4% | $5,306-76.1% |