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 | $20,676 | $57,354-63.9% | $83,848-75.3% | $64,186-67.8% |
| Participation rate | 96.6% | 68.6%+28.0pp | 76.1%+20.5pp | 69.6%+27.0pp |
| Annual return | -8.25% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $9,722 | $2,545+282.0% | $3,631+167.8% | $2,381+308.4% |
| Participant deferral / active EE | $3,175 | $2,993+6.1% | $4,082-22.2% | $3,470-8.5% |
| Admin fee / account holder | $327 | $4,046-91.9% | $5,478-94.0% | $4,888-93.3% |