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 | $18,091 | $48,795-62.9% | $65,493-72.4% | $84,808-78.7% |
| Participation rate | 92.8% | 67.0%+25.8pp | 73.1%+19.7pp | 68.3%+24.5pp |
| Annual return | 29.15% | 20.20%+8.9pp | 982.45%-953.3pp | 40.90%-11.7pp |
| Employer contribution / active EE | $1,215 | $1,930-37.0% | $2,574-52.8% | $2,631-53.8% |
| Participant deferral / active EE | $2,643 | $2,928-9.7% | $3,961-33.3% | $4,212-37.2% |
| Admin fee / account holder | $1,840 | $3,877-52.5% | $5,028-63.4% | $7,344-74.9% |