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 | $29,407 | $54,705-46.2% | $71,209-58.7% | $84,808-65.3% |
| Participation rate | 93.3% | 64.1%+29.3pp | 73.8%+19.6pp | 68.3%+25.0pp |
| Annual return | 15.44% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $5,705 | $2,158+164.4% | $2,721+109.7% | $2,631+116.9% |
| Participant deferral / active EE | $4,355 | $3,030+43.7% | $4,175+4.3% | $4,212+3.4% |
| Admin fee / account holder | $5,940 | $4,863+22.1% | $5,349+11.1% | $7,344-19.1% |