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 | $31,882 | $86,286-63.1% | $111,297-71.4% | $85,850-62.9% |
| Participation rate | 94.9% | 73.3%+21.5pp | 77.3%+17.6pp | 69.3%+25.6pp |
| Annual return | 15.05% | 19.99%-4.9pp | 54.65%-39.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $2,386 | $2,043+16.8% | $2,731-12.6% | $2,565-7.0% |
| Participant deferral / active EE | $3,876 | $3,641+6.5% | $4,487-13.6% | $3,952-1.9% |
| Admin fee / account holder | $11,980 | $8,188+46.3% | $7,964+50.4% | $6,260+91.4% |