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 | $40,673 | $100,923-59.7% | $150,045-72.9% | $74,304-45.3% |
| Participation rate | 76.2% | 70.1%+6.1pp | 82.3%-6.1pp | 60.3%+15.8pp |
| Annual return | 18.99% | 51.77%-32.8pp | 62.55%-43.6pp | 29.43%-10.4pp |
| Employer contribution / active EE | $2,419 | $3,463-30.2% | $4,693-48.5% | $2,241+7.9% |
| Participant deferral / active EE | $5,148 | $6,709-23.3% | $7,997-35.6% | $3,767+36.6% |
| Admin fee / account holder | $2,373 | $2,767-14.2% | $13,435-82.3% | $2,969-20.1% |