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 | $24,108 | $69,515-65.3% | $86,874-72.2% | $85,850-71.9% |
| Participation rate | 89.2% | 66.3%+22.9pp | 71.6%+17.6pp | 69.3%+19.9pp |
| Annual return | 20.14% | 20.12%0pp | 63.52%-43.4pp | 318.53%-298.4pp |
| Employer contribution / active EE | $2,566 | $1,880+36.4% | $2,495+2.8% | $2,5650% |
| Participant deferral / active EE | $4,613 | $2,919+58.0% | $3,699+24.7% | $3,952+16.7% |
| Admin fee / account holder | $606 | $5,972-89.8% | $5,828-89.6% | $6,260-90.3% |