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 | $27,759 | $77,899-64.4% | $149,673-81.5% | $75,163-63.1% |
| Participation rate | 83.8% | 65.6%+18.2pp | 78.8%+5.0pp | 67.2%+16.6pp |
| Annual return | 14.66% | 31.72%-17.1pp | 134.42%-119.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $4,096 | $3,137+30.5% | $4,818-15.0% | $2,670+53.4% |
| Participant deferral / active EE | $1,430 | $3,411-58.1% | $5,680-74.8% | $4,125-65.3% |
| Admin fee / account holder | $1,517 | $5,956-74.5% | $13,210-88.5% | $5,651-73.2% |