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 | $28,010 | $91,538-69.4% | $129,995-78.5% | $75,163-62.7% |
| Participation rate | 80.5% | 71.4%+9.1pp | 78.5%+2.0pp | 67.2%+13.3pp |
| Annual return | 18.22% | -631.11%+649.3pp | -137.18%+155.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,000 | $2,845-64.8% | $4,320-76.8% | $2,670-62.5% |
| Participant deferral / active EE | $3,271 | $4,341-24.7% | $5,820-43.8% | $4,125-20.7% |
| Admin fee / account holder | $496 | $6,790-92.7% | $10,614-95.3% | $5,651-91.2% |