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 | $13,965 | $53,516-73.9% | $126,539-89.0% | $84,808-83.5% |
| Participation rate | 81.7% | 58.2%+23.4pp | 69.8%+11.9pp | 68.3%+13.4pp |
| Annual return | 14.85% | 58.34%-43.5pp | 425.95%-411.1pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,460 | $1,535-4.9% | $3,674-60.3% | $2,631-44.5% |
| Participant deferral / active EE | $2,405 | $2,671-10.0% | $4,083-41.1% | $4,212-42.9% |
| Admin fee / account holder | $7,445 | $4,497+65.6% | $6,065+22.8% | $7,344+1.4% |