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 | $33,962 | $55,415-38.7% | $155,509-78.2% | $74,495-54.4% |
| Participation rate | 90.2% | 61.9%+28.3pp | 78.2%+12.0pp | 67.2%+23.0pp |
| Annual return | 20.99% | 268.50%-247.5pp | 64.67%-43.7pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $689 | $2,267-69.6% | $4,672-85.2% | $2,623-73.7% |
| Participant deferral / active EE | $2,478 | $2,836-12.6% | $5,626-56.0% | $4,346-43.0% |
| Admin fee / account holder | $1,728 | $1,738-0.6% | $15,912-89.1% | $1,942-11.0% |