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 | $20,823 | $65,409-68.2% | $98,442-78.8% | $85,850-75.7% |
| Participation rate | 90.5% | 65.0%+25.5pp | 73.3%+17.1pp | 69.3%+21.2pp |
| Annual return | 13.89% | 21.76%-7.9pp | 1492.73%-1478.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,950 | $2,168+36.1% | $2,960-0.3% | $2,565+15.0% |
| Participant deferral / active EE | $7,060 | $3,166+123.0% | $4,276+65.1% | $3,952+78.7% |
| Admin fee / account holder | $7,693 | $4,593+67.5% | $5,949+29.3% | $6,260+22.9% |