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 | $20,500 | $60,124-65.9% | $90,404-77.3% | $79,858-74.3% |
| Participation rate | 77.1% | 65.0%+12.2pp | 72.7%+4.5pp | 69.6%+7.5pp |
| Annual return | 19.05% | 71.94%-52.9pp | 1293.02%-1274.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $684 | $2,068-66.9% | $3,262-79.0% | $2,471-72.3% |
| Participant deferral / active EE | $3,640 | $2,938+23.9% | $3,963-8.1% | $3,740-2.7% |
| Admin fee / account holder | $1,387 | $3,976-65.1% | $5,611-75.3% | $5,306-73.9% |