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 | $22,431 | $72,277-69.0% | $101,248-77.8% | $79,858-71.9% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 17.12% | 22.30%-5.2pp | 46.47%-29.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $4,693 | $2,692+74.4% | $3,660+28.2% | $2,471+89.9% |
| Participant deferral / active EE | $3,149 | $3,282-4.1% | $4,370-28.0% | $3,740-15.8% |
| Admin fee / account holder | $11,833 | $4,400+168.9% | $5,945+99.0% | $5,306+123.0% |