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 | $18,105 | $75,828-76.1% | $147,614-87.7% | $59,632-69.6% |
| Participation rate | 81.5% | 71.6%+9.9pp | 84.6%-3.1pp | 68.7%+12.8pp |
| Annual return | 30.42% | 0.37%+30.0pp | 61.98%-31.6pp | 2041.28%-2010.9pp |
| Employer contribution / active EE | $3,412 | $3,485-2.1% | $5,564-38.7% | $2,203+54.9% |
| Participant deferral / active EE | $5,950 | $3,130+90.1% | $4,895+21.5% | $3,192+86.4% |
| Admin fee / account holder | $1,012 | $5,985-83.1% | $11,611-91.3% | $4,297-76.5% |