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 | $22,255 | $107,334-79.3% | $92,893-76.0% | $152,861-85.4% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.0%+18.1pp | 82.4%+11.7pp |
| Annual return | 15.39% | 145.58%-130.2pp | 109.41%-94.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,647 | $4,221-61.0% | $3,653-54.9% | $4,762-65.4% |
| Participant deferral / active EE | $2,951 | $4,845-39.1% | $4,236-30.3% | $5,850-49.6% |
| Admin fee / account holder | $861 | $7,079-87.8% | $5,794-85.1% | $11,596-92.6% |