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 | $28,983 | $84,233-65.6% | $170,442-83.0% | $70,131-58.7% |
| Participation rate | 95.7% | 70.8%+24.9pp | 83.6%+12.1pp | 69.5%+26.2pp |
| Annual return | 13.87% | 23.06%-9.2pp | 205.93%-192.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,252 | $3,387-63.0% | $5,433-77.0% | $2,342-46.5% |
| Participant deferral / active EE | $4,010 | $3,086+30.0% | $4,939-18.8% | $3,332+20.4% |
| Admin fee / account holder | $3,901 | $5,698-31.5% | $13,880-71.9% | $4,645-16.0% |