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 | $18,981 | $57,281-66.9% | $86,612-78.1% | $75,163-74.7% |
| Participation rate | 78.5% | 63.2%+15.3pp | 71.7%+6.8pp | 67.2%+11.3pp |
| Annual return | 18.18% | 2670.75%-2652.6pp | 591.07%-572.9pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,574 | $2,314-32.0% | $3,022-47.9% | $2,670-41.0% |
| Participant deferral / active EE | $4,785 | $3,318+44.2% | $4,438+7.8% | $4,125+16.0% |
| Admin fee / account holder | $1,588 | $4,112-61.4% | $5,614-71.7% | $5,651-71.9% |