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 | $39,865 | $48,230-17.3% | $67,502-40.9% | $80,856-50.7% |
| Participation rate | 92.9% | 66.4%+26.5pp | 72.9%+20.0pp | 67.6%+25.2pp |
| Annual return | 14.96% | 18.28%-3.3pp | 3512.12%-3497.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,266 | $2,020+12.2% | $2,731-17.0% | $2,755-17.8% |
| Participant deferral / active EE | $7,211 | $2,924+146.6% | $4,000+80.3% | $4,296+67.9% |
| Admin fee / account holder | $1,971 | $3,681-46.5% | $3,998-50.7% | $6,918-71.5% |