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 | $20,245 | $73,933-72.6% | $96,683-79.1% | $75,163-73.1% |
| Participation rate | 96.7% | 66.4%+30.3pp | 74.3%+22.4pp | 67.2%+29.5pp |
| Annual return | 25.62% | 26.70%-1.1pp | 35.69%-10.1pp | 160.62%-135.0pp |
| Employer contribution / active EE | $1,983 | $2,928-32.3% | $3,737-46.9% | $2,670-25.7% |
| Participant deferral / active EE | $2,002 | $3,659-45.3% | $4,878-59.0% | $4,125-51.5% |
| Admin fee / account holder | $613 | $5,216-88.3% | $6,730-90.9% | $5,651-89.2% |