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 | $22,627 | $58,234-61.1% | $81,783-72.3% | $80,874-72.0% |
| Participation rate | 72.2% | 63.4%+8.8pp | 72.4%-0.1pp | 67.6%+4.6pp |
| Annual return | 13.11% | 41.70%-28.6pp | 775.05%-761.9pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,841 | $2,341-21.4% | $2,913-36.8% | $2,756-33.2% |
| Participant deferral / active EE | $1,723 | $3,283-47.5% | $4,320-60.1% | $4,297-59.9% |
| Admin fee / account holder | $558 | $4,982-88.8% | $7,380-92.4% | $6,935-92.0% |