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 | $23,240 | $156,846-85.2% | $121,098-80.8% | $139,434-83.3% |
| Participation rate | 94.7% | 76.4%+18.3pp | 69.5%+25.3pp | 80.3%+14.4pp |
| Annual return | 17.15% | 1474.56%-1457.4pp | 985.75%-968.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,716 | $5,536-69.0% | $4,164-58.8% | $4,751-63.9% |
| Participant deferral / active EE | $4,257 | $4,844-12.1% | $4,080+4.4% | $6,710-36.6% |
| Admin fee / account holder | $11,326 | $6,946+63.1% | $5,644+100.7% | $11,403-0.7% |