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 | $19,004 | $82,630-77.0% | $64,105-70.4% | $125,391-84.8% |
| Participation rate | 93.8% | 75.9%+17.9pp | 68.2%+25.6pp | 83.2%+10.6pp |
| Annual return | 15.12% | 1489.72%-1474.6pp | 791.24%-776.1pp | 282.22%-267.1pp |
| Employer contribution / active EE | $1,728 | $2,671-35.3% | $1,820-5.1% | $4,866-64.5% |
| Participant deferral / active EE | $2,745 | $3,608-23.9% | $2,822-2.7% | $5,352-48.7% |
| Admin fee / account holder | $5,179 | $6,382-18.8% | $4,499+15.1% | $9,540-45.7% |