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 | $22,967 | $69,207-66.8% | $64,056-64.1% | $139,434-83.5% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 10.91% | 45.88%-35.0pp | 33.69%-22.8pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,006 | $3,182-68.4% | $2,747-63.4% | $4,751-78.8% |
| Participant deferral / active EE | $4,420 | $4,682-5.6% | $3,880+13.9% | $6,710-34.1% |
| Admin fee / account holder | $5,481 | $4,244+29.1% | $3,068+78.6% | $11,403-51.9% |