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 | $32,208 | $53,127-39.4% | $86,590-62.8% | $70,131-54.1% |
| Participation rate | 91.8% | 65.3%+26.5pp | 73.5%+18.3pp | 69.5%+22.3pp |
| Annual return | 13.21% | 27.66%-14.4pp | 964.84%-951.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,230 | $2,068-40.5% | $2,839-56.7% | $2,342-47.5% |
| Participant deferral / active EE | $3,361 | $2,696+24.7% | $3,609-6.9% | $3,332+0.9% |
| Admin fee / account holder | $839 | $3,585-76.6% | $4,906-82.9% | $4,645-81.9% |