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 | $39,589 | $78,705-49.7% | $117,854-66.4% | $70,131-43.5% |
| Participation rate | 89.3% | 73.2%+16.1pp | 79.7%+9.6pp | 69.5%+19.7pp |
| Annual return | 20.83% | 23.30%-2.5pp | 335.08%-314.2pp | 73.14%-52.3pp |
| Employer contribution / active EE | $3,700 | $2,223+66.4% | $3,786-2.3% | $2,342+58.0% |
| Participant deferral / active EE | $6,302 | $3,297+91.1% | $4,482+40.6% | $3,332+89.2% |
| Admin fee / account holder | $1,357 | $5,065-73.2% | $8,020-83.1% | $4,645-70.8% |