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 | $24,735 | $58,208-57.5% | $81,812-69.8% | $80,856-69.4% |
| Participation rate | 97.1% | 63.4%+33.6pp | 72.3%+24.7pp | 67.6%+29.4pp |
| Annual return | 16.96% | 41.66%-24.7pp | 773.79%-756.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,381 | $2,340-41.0% | $2,912-52.6% | $2,755-49.9% |
| Participant deferral / active EE | $5,698 | $3,281+73.7% | $4,319+31.9% | $4,296+32.6% |
| Admin fee / account holder | $2,215 | $4,981-55.5% | $7,386-70.0% | $6,918-68.0% |