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 | $17,111 | $77,634-78.0% | $156,549-89.1% | $62,891-72.8% |
| Participation rate | 89.1% | 71.2%+17.9pp | 84.0%+5.1pp | 69.3%+19.8pp |
| Annual return | 16.12% | 50.32%-34.2pp | 32.23%-16.1pp | 20.14%-4.0pp |
| Employer contribution / active EE | $1,511 | $3,444-56.1% | $5,501-72.5% | $2,281-33.7% |
| Participant deferral / active EE | $2,220 | $3,045-27.1% | $4,871-54.4% | $3,203-30.7% |
| Admin fee / account holder | $786 | $5,561-85.9% | $13,027-94.0% | $4,296-81.7% |