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 | $44,522 | $105,126-57.6% | $94,646-53.0% | $139,434-68.1% |
| Participation rate | 91.3% | 82.4%+9.0pp | 80.8%+10.5pp | 80.3%+11.0pp |
| Annual return | 13.77% | 38.03%-24.3pp | 156.71%-142.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,005 | $4,106-51.2% | $3,672-45.4% | $4,751-57.8% |
| Participant deferral / active EE | $9,222 | $7,599+21.4% | $7,418+24.3% | $6,710+37.4% |
| Admin fee / account holder | $3,898 | $8,984-56.6% | $7,231-46.1% | $11,403-65.8% |