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 | $22,262 | $57,281-61.1% | $86,612-74.3% | $75,163-70.4% |
| Participation rate | 76.9% | 63.2%+13.7pp | 71.7%+5.2pp | 67.2%+9.7pp |
| Annual return | 16.55% | 2670.75%-2654.2pp | 591.07%-574.5pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,077 | $2,314-53.5% | $3,022-64.4% | $2,670-59.7% |
| Participant deferral / active EE | $1,383 | $3,318-58.3% | $4,438-68.8% | $4,125-66.5% |
| Admin fee / account holder | $3,639 | $4,112-11.5% | $5,614-35.2% | $5,651-35.6% |