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 | $9,971 | $72,071-86.2% | $68,368-85.4% | $137,256-92.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 17.81% | 353.14%-335.3pp | 292.57%-274.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,293 | $2,788-53.6% | $2,649-51.2% | $4,156-68.9% |
| Participant deferral / active EE | $1,674 | $4,410-62.0% | $4,123-59.4% | $6,407-73.9% |
| Admin fee / account holder | $6,530 | $5,336+22.4% | $5,150+26.8% | $12,270-46.8% |