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 | $21,771 | $84,233-74.2% | $170,442-87.2% | $70,131-69.0% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 20.78% | 23.06%-2.3pp | 205.93%-185.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,146 | $3,387-66.2% | $5,433-78.9% | $2,342-51.1% |
| Participant deferral / active EE | $1,691 | $3,086-45.2% | $4,939-65.8% | $3,332-49.2% |
| Admin fee / account holder | $924 | $5,698-83.8% | $13,880-93.3% | $4,645-80.1% |