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 | $31,254 | $58,828-46.9% | $77,999-59.9% | $62,891-50.3% |
| Participation rate | 79.5% | 71.1%+8.4pp | 75.5%+3.9pp | 69.3%+10.1pp |
| Annual return | 5.49% | 17.16%-11.7pp | 425.96%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,393 | $1,672+103.0% | $2,470+37.4% | $2,281+48.7% |
| Participant deferral / active EE | $2,337 | $2,686-13.0% | $3,497-33.2% | $3,203-27.0% |
| Admin fee / account holder | $1,906 | $4,393-56.6% | $5,480-65.2% | $4,296-55.6% |