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 | $29,711 | $48,230-38.4% | $67,502-56.0% | $80,856-63.3% |
| Participation rate | 97.8% | 66.4%+31.4pp | 72.9%+24.9pp | 67.6%+30.1pp |
| Annual return | 13.50% | 18.28%-4.8pp | 3512.12%-3498.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,585 | $2,020+28.0% | $2,731-5.3% | $2,755-6.2% |
| Participant deferral / active EE | $2,786 | $2,924-4.7% | $4,000-30.3% | $4,296-35.1% |
| Admin fee / account holder | $1,521 | $3,681-58.7% | $3,998-62.0% | $6,918-78.0% |