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 | $23,488 | $77,634-69.7% | $156,549-85.0% | $62,891-62.7% |
| Participation rate | 92.0% | 71.2%+20.8pp | 84.0%+8.0pp | 69.3%+22.7pp |
| Annual return | 8.37% | 50.32%-41.9pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,325 | $3,444-32.5% | $5,501-57.7% | $2,281+1.9% |
| Participant deferral / active EE | $6,035 | $3,045+98.2% | $4,871+23.9% | $3,203+88.4% |
| Admin fee / account holder | $3,078 | $5,561-44.7% | $13,027-76.4% | $4,296-28.3% |