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 | $25,897 | $77,899-66.8% | $149,673-82.7% | $75,163-65.5% |
| Participation rate | 92.1% | 65.6%+26.5pp | 78.8%+13.3pp | 67.2%+24.9pp |
| Annual return | 18.47% | 31.72%-13.2pp | 134.42%-115.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,510 | $3,137-20.0% | $4,818-47.9% | $2,670-6.0% |
| Participant deferral / active EE | $3,474 | $3,411+1.9% | $5,680-38.8% | $4,125-15.8% |
| Admin fee / account holder | $2,140 | $5,956-64.1% | $13,210-83.8% | $5,651-62.1% |