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 | $19,226 | $58,208-67.0% | $81,812-76.5% | $80,856-76.2% |
| Participation rate | 81.6% | 63.4%+18.2pp | 72.3%+9.3pp | 67.6%+14.0pp |
| Annual return | 145.68% | 41.66%+104.0pp | 773.79%-628.1pp | 35.59%+110.1pp |
| Employer contribution / active EE | $1,017 | $2,340-56.5% | $2,912-65.1% | $2,755-63.1% |
| Participant deferral / active EE | $1,259 | $3,281-61.6% | $4,319-70.9% | $4,296-70.7% |
| Admin fee / account holder | $13,635 | $4,981+173.7% | $7,386+84.6% | $6,918+97.1% |