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 | $17,780 | $105,859-83.2% | $90,160-80.3% | $147,584-88.0% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 12.02% | 37.63%-25.6pp | 34.88%-22.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $2,050 | $4,126-50.3% | $3,318-38.2% | $4,876-58.0% |
| Participant deferral / active EE | $2,580 | $5,733-55.0% | $5,288-51.2% | $5,439-52.6% |
| Admin fee / account holder | $1,900 | $8,046-76.4% | $5,943-68.0% | $10,885-82.5% |