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 | $19,738 | $62,672-68.5% | $185,117-89.3% | $70,131-71.9% |
| Participation rate | 91.9% | 63.8%+28.1pp | 77.3%+14.6pp | 69.5%+22.4pp |
| Annual return | 122.61% | 40.79%+81.8pp | 40.50%+82.1pp | 73.14%+49.5pp |
| Employer contribution / active EE | $2,255 | $1,753+28.6% | $4,182-46.1% | $2,342-3.7% |
| Participant deferral / active EE | $2,099 | $3,272-35.8% | $5,045-58.4% | $3,332-37.0% |
| Admin fee / account holder | $820 | $3,932-79.1% | $8,159-90.0% | $4,645-82.3% |