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 | $20,860 | $77,899-73.2% | $149,673-86.1% | $75,163-72.2% |
| Participation rate | 80.6% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.5pp |
| Annual return | 280.84% | 31.72%+249.1pp | 134.42%+146.4pp | 160.62%+120.2pp |
| Employer contribution / active EE | $1,168 | $3,137-62.8% | $4,818-75.7% | $2,670-56.2% |
| Participant deferral / active EE | $1,396 | $3,411-59.1% | $5,680-75.4% | $4,125-66.2% |
| Admin fee / account holder | $8,742 | $5,956+46.8% | $13,210-33.8% | $5,651+54.7% |