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 | $21,640 | $47,479-54.4% | $62,929-65.6% | $82,448-73.8% |
| Participation rate | 95.8% | 66.9%+29.0pp | 73.1%+22.7pp | 68.1%+27.8pp |
| Annual return | 13.85% | 20.34%-6.5pp | 1063.93%-1050.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,520 | $1,885-19.4% | $2,505-39.3% | $2,551-40.4% |
| Participant deferral / active EE | $2,036 | $2,870-29.1% | $3,888-47.6% | $4,139-50.8% |
| Admin fee / account holder | $1,765 | $3,804-53.6% | $5,065-65.2% | $7,234-75.6% |