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 | $25,464 | $77,634-67.2% | $156,549-83.7% | $62,891-59.5% |
| Participation rate | 92.9% | 71.2%+21.7pp | 84.0%+8.8pp | 69.3%+23.6pp |
| Annual return | 6.49% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,280 | $3,444-33.8% | $5,501-58.5% | $2,2810% |
| Participant deferral / active EE | $1,070 | $3,045-64.9% | $4,871-78.0% | $3,203-66.6% |
| Admin fee / account holder | $883 | $5,561-84.1% | $13,027-93.2% | $4,296-79.4% |