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 | $28,942 | $64,348-55.0% | $90,160-67.9% | $70,131-58.7% |
| Participation rate | 95.2% | 70.4%+24.8pp | 76.9%+18.4pp | 69.5%+25.7pp |
| Annual return | 21.95% | 28.13%-6.2pp | 34.88%-12.9pp | 73.14%-51.2pp |
| Employer contribution / active EE | $4,438 | $2,046+116.9% | $3,318+33.7% | $2,342+89.4% |
| Participant deferral / active EE | $8,436 | $4,389+92.2% | $5,288+59.5% | $3,332+153.2% |
| Admin fee / account holder | $1,354 | $3,944-65.7% | $5,943-77.2% | $4,645-70.9% |