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 | $25,442 | $133,922-81.0% | $116,228-78.1% | $142,382-82.1% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.6%+20.2pp | 80.1%+14.6pp |
| Annual return | 15.97% | 147.76%-131.8pp | 90.06%-74.1pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,443 | $3,446-58.1% | $2,994-51.8% | $4,299-66.4% |
| Participant deferral / active EE | $2,656 | $5,672-53.2% | $4,953-46.4% | $6,507-59.2% |
| Admin fee / account holder | $997 | $14,945-93.3% | $11,989-91.7% | $12,624-92.1% |