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 | $17,271 | $53,127-67.5% | $86,590-80.1% | $70,131-75.4% |
| Participation rate | 72.0% | 65.3%+6.7pp | 73.5%-1.5pp | 69.5%+2.5pp |
| Annual return | 46.70% | 27.66%+19.0pp | 964.84%-918.1pp | 73.14%-26.4pp |
| Employer contribution / active EE | $1,194 | $2,068-42.3% | $2,839-58.0% | $2,342-49.0% |
| Participant deferral / active EE | $1,470 | $2,696-45.5% | $3,609-59.3% | $3,332-55.9% |
| Admin fee / account holder | $958 | $3,585-73.3% | $4,906-80.5% | $4,645-79.4% |