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 | $10,620 | $81,248-86.9% | $155,509-93.2% | $80,856-86.9% |
| Participation rate | 93.8% | 66.2%+27.5pp | 78.2%+15.6pp | 67.6%+26.1pp |
| Annual return | 12.69% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,621 | $3,100-15.5% | $4,672-43.9% | $2,755-4.9% |
| Participant deferral / active EE | $3,868 | $3,452+12.1% | $5,626-31.2% | $4,296-9.9% |
| Admin fee / account holder | $1,562 | $7,997-80.5% | $15,912-90.2% | $6,918-77.4% |