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 | $20,719 | $91,190-77.3% | $178,490-88.4% | $79,858-74.1% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 14.39% | 24.19%-9.8pp | 151.07%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,264 | $3,256-61.2% | $5,011-74.8% | $2,471-48.8% |
| Participant deferral / active EE | $1,432 | $3,236-55.7% | $5,202-72.5% | $3,740-61.7% |
| Admin fee / account holder | $699 | $6,751-89.7% | $13,984-95.0% | $5,306-86.8% |