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 | $33,907 | $73,933-54.1% | $96,683-64.9% | $75,163-54.9% |
| Participation rate | 97.1% | 66.4%+30.6pp | 74.3%+22.7pp | 67.2%+29.9pp |
| Annual return | 18.66% | 26.70%-8.0pp | 35.69%-17.0pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,361 | $2,928-53.5% | $3,737-63.6% | $2,670-49.0% |
| Participant deferral / active EE | $3,289 | $3,659-10.1% | $4,878-32.6% | $4,125-20.3% |
| Admin fee / account holder | $715 | $5,216-86.3% | $6,730-89.4% | $5,651-87.3% |