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 | $18,589 | $53,516-65.3% | $126,539-85.3% | $84,808-78.1% |
| Participation rate | 92.3% | 58.2%+34.1pp | 69.8%+22.5pp | 68.3%+24.0pp |
| Annual return | 15.92% | 58.34%-42.4pp | 425.95%-410.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,017 | $1,535-33.7% | $3,674-72.3% | $2,631-61.3% |
| Participant deferral / active EE | $1,614 | $2,671-39.6% | $4,083-60.5% | $4,212-61.7% |
| Admin fee / account holder | $4,468 | $4,497-0.6% | $6,065-26.3% | $7,344-39.2% |