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 | $17,847 | $39,122-54.4% | $57,179-68.8% | $62,891-71.6% |
| Participation rate | 92.3% | 70.5%+21.8pp | 75.3%+17.0pp | 69.3%+23.0pp |
| Annual return | 90.25% | 9.23%+81.0pp | 14.59%+75.7pp | 20.14%+70.1pp |
| Employer contribution / active EE | $2,445 | $1,874+30.5% | $2,682-8.8% | $2,281+7.2% |
| Participant deferral / active EE | $3,513 | $2,374+48.0% | $3,096+13.5% | $3,203+9.7% |
| Admin fee / account holder | $4,071 | $2,592+57.1% | $3,139+29.7% | $4,296-5.2% |