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 | $22,955 | $99,020-76.8% | $86,590-73.5% | $147,584-84.4% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 13.08% | 1312.34%-1299.3pp | 964.84%-951.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $3,299 | $3,132+5.3% | $2,839+16.2% | $4,876-32.3% |
| Participant deferral / active EE | $6,425 | $3,972+61.8% | $3,609+78.1% | $5,439+18.1% |
| Admin fee / account holder | $4,540 | $5,710-20.5% | $4,906-7.5% | $10,885-58.3% |