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 | $18,713 | $58,208-67.9% | $81,812-77.1% | $80,856-76.9% |
| Participation rate | 75.3% | 63.4%+11.9pp | 72.3%+3.0pp | 67.6%+7.7pp |
| Annual return | 12.69% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,522 | $2,340-34.9% | $2,912-47.7% | $2,755-44.7% |
| Participant deferral / active EE | $2,452 | $3,281-25.3% | $4,319-43.2% | $4,296-42.9% |
| Admin fee / account holder | $1,557 | $4,981-68.7% | $7,386-78.9% | $6,918-77.5% |