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 | $18,939 | $60,124-68.5% | $90,404-79.1% | $79,858-76.3% |
| Participation rate | 88.5% | 65.0%+23.5pp | 72.7%+15.8pp | 69.6%+18.8pp |
| Annual return | 16.94% | 71.94%-55.0pp | 1293.02%-1276.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,846 | $2,068-10.7% | $3,262-43.4% | $2,471-25.3% |
| Participant deferral / active EE | $2,664 | $2,938-9.3% | $3,963-32.8% | $3,740-28.8% |
| Admin fee / account holder | $708 | $3,976-82.2% | $5,611-87.4% | $5,306-86.6% |