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 | $21,168 | $91,190-76.8% | $178,490-88.1% | $79,858-73.5% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 40.00% | 24.19%+15.8pp | 151.07%-111.1pp | 31.71%+8.3pp |
| Employer contribution / active EE | $1,066 | $3,256-67.2% | $5,011-78.7% | $2,471-56.8% |
| Participant deferral / active EE | $1,423 | $3,236-56.0% | $5,202-72.6% | $3,740-62.0% |
| Admin fee / account holder | $681 | $6,751-89.9% | $13,984-95.1% | $5,306-87.2% |