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 | $20,987 | $95,416-78.0% | $185,823-88.7% | $85,850-75.6% |
| Participation rate | 87.0% | 68.8%+18.2pp | 81.7%+5.3pp | 69.3%+17.6pp |
| Annual return | 17.90% | 23.59%-5.7pp | 122.05%-104.1pp | 318.53%-300.6pp |
| Employer contribution / active EE | $1,333 | $3,314-59.8% | $5,167-74.2% | $2,565-48.0% |
| Participant deferral / active EE | $2,934 | $3,423-14.3% | $5,568-47.3% | $3,952-25.8% |
| Admin fee / account holder | $1,799 | $7,213-75.1% | $16,237-88.9% | $6,260-71.3% |