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 | $21,077 | $65,409-67.8% | $98,442-78.6% | $85,850-75.4% |
| Participation rate | 81.5% | 65.0%+16.5pp | 73.3%+8.1pp | 69.3%+12.2pp |
| Annual return | 12.43% | 21.76%-9.3pp | 1492.73%-1480.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,796 | $2,168-17.1% | $2,960-39.3% | $2,565-30.0% |
| Participant deferral / active EE | $2,801 | $3,166-11.6% | $4,276-34.5% | $3,952-29.1% |
| Admin fee / account holder | $1,499 | $4,593-67.4% | $5,949-74.8% | $6,260-76.0% |