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 | $22,343 | $57,281-61.0% | $86,612-74.2% | $75,163-70.3% |
| Participation rate | 90.5% | 63.2%+27.3pp | 71.7%+18.8pp | 67.2%+23.3pp |
| Annual return | 14.92% | 2670.75%-2655.8pp | 591.07%-576.2pp | 160.62%-145.7pp |
| Employer contribution / active EE | $3,225 | $2,314+39.3% | $3,022+6.7% | $2,670+20.8% |
| Participant deferral / active EE | $1,667 | $3,318-49.8% | $4,438-62.4% | $4,125-59.6% |
| Admin fee / account holder | $6,035 | $4,112+46.8% | $5,614+7.5% | $5,651+6.8% |