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 | $21,567 | $127,386-83.1% | $115,037-81.3% | $125,391-82.8% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -1.69% | 31.28%-33.0pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $3,299 | $5,166-36.1% | $4,608-28.4% | $4,866-32.2% |
| Participant deferral / active EE | $7,787 | $6,423+21.2% | $6,026+29.2% | $5,352+45.5% |
| Admin fee / account holder | $1,470 | $9,516-84.6% | $8,175-82.0% | $9,540-84.6% |