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 | $28,952 | $72,277-59.9% | $101,248-71.4% | $79,858-63.7% |
| Participation rate | 85.1% | 68.5%+16.6pp | 75.8%+9.3pp | 69.6%+15.5pp |
| Annual return | 19.24% | 22.30%-3.1pp | 46.47%-27.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,513 | $2,692-43.8% | $3,660-58.7% | $2,471-38.8% |
| Participant deferral / active EE | $3,856 | $3,282+17.5% | $4,370-11.8% | $3,740+3.1% |
| Admin fee / account holder | $664 | $4,400-84.9% | $5,945-88.8% | $5,306-87.5% |