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 | $40,363 | $76,552-47.3% | $123,892-67.4% | $62,891-35.8% |
| Participation rate | 80.6% | 73.0%+7.7pp | 81.4%-0.8pp | 69.3%+11.3pp |
| Annual return | 8.68% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,118 | $2,883-61.2% | $4,617-75.8% | $2,281-51.0% |
| Participant deferral / active EE | $5,728 | $4,840+18.3% | $5,984-4.3% | $3,203+78.8% |
| Admin fee / account holder | $3,006 | $4,826-37.7% | $8,357-64.0% | $4,296-30.0% |