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 | $11,187 | $111,754-90.0% | $103,333-89.2% | $145,922-92.3% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.4pp |
| Annual return | 10.63% | 24.77%-14.1pp | 24.88%-14.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,452 | $4,212-65.5% | $3,868-62.5% | $4,660-68.8% |
| Participant deferral / active EE | $2,071 | $5,619-63.1% | $5,057-59.1% | $6,688-69.0% |
| Admin fee / account holder | $3,726 | $9,750-61.8% | $8,355-55.4% | $13,397-72.2% |