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 | $28,845 | $76,552-62.3% | $123,892-76.7% | $62,891-54.1% |
| Participation rate | 71.2% | 73.0%-1.8pp | 81.4%-10.3pp | 69.3%+1.8pp |
| Annual return | 27.65% | 18.68%+9.0pp | 47.52%-19.9pp | 20.14%+7.5pp |
| Employer contribution / active EE | $1,559 | $2,883-45.9% | $4,617-66.2% | $2,281-31.6% |
| Participant deferral / active EE | $3,744 | $4,840-22.6% | $5,984-37.4% | $3,203+16.9% |
| Admin fee / account holder | $746 | $4,826-84.5% | $8,357-91.1% | $4,296-82.6% |