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 | $22,913 | $60,124-61.9% | $90,404-74.7% | $79,858-71.3% |
| Participation rate | 85.5% | 65.0%+20.5pp | 72.7%+12.8pp | 69.6%+15.8pp |
| Annual return | 14.27% | 71.94%-57.7pp | 1293.02%-1278.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $802 | $2,068-61.2% | $3,262-75.4% | $2,471-67.5% |
| Participant deferral / active EE | $2,360 | $2,938-19.7% | $3,963-40.4% | $3,740-36.9% |
| Admin fee / account holder | $1,199 | $3,976-69.8% | $5,611-78.6% | $5,306-77.4% |