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 | $17,990 | $48,046-62.6% | $84,611-78.7% | $72,985-75.4% |
| Participation rate | 83.3% | 57.6%+25.8pp | 68.2%+15.1pp | 69.5%+13.8pp |
| Annual return | 18.61% | 37.38%-18.8pp | 258.74%-240.1pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,925 | $1,602+20.2% | $2,652-27.4% | $2,440-21.1% |
| Participant deferral / active EE | $3,541 | $2,680+32.1% | $3,899-9.2% | $3,607-1.8% |
| Admin fee / account holder | $2,406 | $3,395-29.1% | $4,912-51.0% | $5,124-53.0% |