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 | $30,453 | $77,899-60.9% | $149,673-79.7% | $75,163-59.5% |
| Participation rate | 82.4% | 65.6%+16.8pp | 78.8%+3.6pp | 67.2%+15.2pp |
| Annual return | 17.24% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,801 | $3,137-10.7% | $4,818-41.9% | $2,670+4.9% |
| Participant deferral / active EE | $5,805 | $3,411+70.2% | $5,680+2.2% | $4,125+40.7% |
| Admin fee / account holder | $2,638 | $5,956-55.7% | $13,210-80.0% | $5,651-53.3% |