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 | $23,433 | $76,552-69.4% | $123,892-81.1% | $62,891-62.7% |
| Participation rate | 94.9% | 73.0%+21.9pp | 81.4%+13.5pp | 69.3%+25.6pp |
| Annual return | 67.61% | 18.68%+48.9pp | 47.52%+20.1pp | 20.14%+47.5pp |
| Employer contribution / active EE | $1,567 | $2,883-45.6% | $4,617-66.1% | $2,281-31.3% |
| Participant deferral / active EE | $2,760 | $4,840-43.0% | $5,984-53.9% | $3,203-13.8% |
| Admin fee / account holder | $777 | $4,826-83.9% | $8,357-90.7% | $4,296-81.9% |