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 | $17,324 | $56,114-69.1% | $96,139-82.0% | $85,850-79.8% |
| Participation rate | 97.9% | 56.7%+41.2pp | 68.4%+29.4pp | 69.3%+28.6pp |
| Annual return | 17.19% | 42.30%-25.1pp | 191.94%-174.8pp | 318.53%-301.3pp |
| Employer contribution / active EE | $3,001 | $1,620+85.3% | $2,797+7.3% | $2,565+17.0% |
| Participant deferral / active EE | $4,647 | $2,859+62.5% | $4,349+6.8% | $3,952+17.6% |
| Admin fee / account holder | $1,512 | $3,768-59.9% | $5,537-72.7% | $6,260-75.8% |