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 | $14,507 | $58,208-75.1% | $81,812-82.3% | $80,856-82.1% |
| Participation rate | 86.7% | 63.4%+23.3pp | 72.3%+14.3pp | 67.6%+19.0pp |
| Annual return | 11.02% | 41.66%-30.6pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,956 | $2,340-16.4% | $2,912-32.8% | $2,755-29.0% |
| Participant deferral / active EE | $2,317 | $3,281-29.4% | $4,319-46.4% | $4,296-46.1% |
| Admin fee / account holder | $2,049 | $4,981-58.9% | $7,386-72.3% | $6,918-70.4% |