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 | $20,128 | $58,208-65.4% | $81,812-75.4% | $80,856-75.1% |
| Participation rate | 90.6% | 63.4%+27.2pp | 72.3%+18.3pp | 67.6%+23.0pp |
| Annual return | 12.73% | 41.66%-28.9pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,456 | $2,340+47.7% | $2,912+18.7% | $2,755+25.4% |
| Participant deferral / active EE | $1,691 | $3,281-48.5% | $4,319-60.8% | $4,296-60.6% |
| Admin fee / account holder | $2,616 | $4,981-47.5% | $7,386-64.6% | $6,918-62.2% |