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 | $27,326 | $154,117-82.3% | $129,995-79.0% | $139,434-80.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 11.43% | 32.48%-21.0pp | -137.18%+148.6pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,052 | $5,289-61.2% | $4,320-52.5% | $4,751-56.8% |
| Participant deferral / active EE | $3,865 | $6,710-42.4% | $5,820-33.6% | $6,710-42.4% |
| Admin fee / account holder | $1,238 | $14,007-91.2% | $10,614-88.3% | $11,403-89.1% |