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 | $18,262 | $83,902-78.2% | $167,512-89.1% | $84,808-78.5% |
| Participation rate | 96.7% | 66.5%+30.2pp | 77.1%+19.6pp | 68.3%+28.4pp |
| Annual return | 16.13% | 91.55%-75.4pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,153 | $2,264+39.3% | $3,882-18.8% | $2,631+19.8% |
| Participant deferral / active EE | $2,433 | $4,442-45.2% | $6,405-62.0% | $4,212-42.2% |
| Admin fee / account holder | $1,605 | $7,915-79.7% | $9,769-83.6% | $7,344-78.1% |