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 | $17,279 | $70,669-75.6% | $169,368-89.8% | $75,163-77.0% |
| Participation rate | 88.5% | 64.8%+23.7pp | 77.1%+11.3pp | 67.2%+21.3pp |
| Annual return | 16.09% | 36.36%-20.3pp | 405.60%-389.5pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,345 | $2,211+6.1% | $4,013-41.6% | $2,670-12.2% |
| Participant deferral / active EE | $3,855 | $4,311-10.6% | $6,221-38.0% | $4,125-6.5% |
| Admin fee / account holder | $1,801 | $5,402-66.7% | $9,003-80.0% | $5,651-68.1% |