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 | $30,766 | $77,899-60.5% | $149,673-79.4% | $75,163-59.1% |
| Participation rate | 80.6% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.5pp |
| Annual return | 16.55% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,927 | $3,137-38.6% | $4,818-60.0% | $2,670-27.8% |
| Participant deferral / active EE | $2,587 | $3,411-24.2% | $5,680-54.5% | $4,125-37.3% |
| Admin fee / account holder | $12,434 | $5,956+108.8% | $13,210-5.9% | $5,651+120.0% |