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 | $18,412 | $52,353-64.8% | $120,225-84.7% | $82,448-77.7% |
| Participation rate | 92.4% | 58.3%+34.1pp | 69.6%+22.8pp | 68.1%+24.3pp |
| Annual return | 20.25% | 61.85%-41.6pp | 439.23%-419.0pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,683 | $1,510+11.5% | $3,475-51.6% | $2,551-34.0% |
| Participant deferral / active EE | $2,246 | $2,627-14.5% | $3,999-43.8% | $4,139-45.7% |
| Admin fee / account holder | $345 | $4,363-92.1% | $5,696-93.9% | $7,234-95.2% |