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 | $25,952 | $102,966-74.8% | $90,281-71.3% | $152,861-83.0% |
| Participation rate | 84.6% | 75.9%+8.8pp | 73.3%+11.3pp | 82.4%+2.2pp |
| Annual return | 16.10% | 95.16%-79.1pp | 78.10%-62.0pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,123 | $3,139-32.4% | $2,854-25.6% | $4,762-55.4% |
| Participant deferral / active EE | $3,423 | $4,281-20.1% | $3,885-11.9% | $5,850-41.5% |
| Admin fee / account holder | $16,255 | $6,171+163.4% | $5,351+203.8% | $11,596+40.2% |