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 | $17,424 | $54,705-68.1% | $71,209-75.5% | $84,808-79.5% |
| Participation rate | 89.1% | 64.1%+25.1pp | 73.8%+15.4pp | 68.3%+20.8pp |
| Annual return | 16.09% | 35.90%-19.8pp | 282.51%-266.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,508 | $2,158-30.1% | $2,721-44.6% | $2,631-42.7% |
| Participant deferral / active EE | $2,265 | $3,030-25.2% | $4,175-45.7% | $4,212-46.2% |
| Admin fee / account holder | $6,373 | $4,863+31.0% | $5,349+19.1% | $7,344-13.2% |