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 | $26,462 | $85,766-69.1% | $136,294-80.6% | $70,131-62.3% |
| Participation rate | 78.1% | 74.2%+3.9pp | 81.9%-3.8pp | 69.5%+8.5pp |
| Annual return | 28.14% | 31.45%-3.3pp | 5155.94%-5127.8pp | 73.14%-45.0pp |
| Employer contribution / active EE | $1,840 | $2,966-38.0% | $4,695-60.8% | $2,342-21.4% |
| Participant deferral / active EE | $4,798 | $5,051-5.0% | $6,247-23.2% | $3,332+44.0% |
| Admin fee / account holder | $1,782 | $5,420-67.1% | $9,243-80.7% | $4,645-61.6% |