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 | $26,536 | $80,717-67.1% | $154,803-82.9% | $84,808-68.7% |
| Participation rate | 87.1% | 66.8%+20.3pp | 78.1%+9.0pp | 68.3%+18.8pp |
| Annual return | 15.47% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,171 | $2,761+51.1% | $4,305-3.1% | $2,631+58.5% |
| Participant deferral / active EE | $3,101 | $3,303-6.1% | $5,540-44.0% | $4,212-26.4% |
| Admin fee / account holder | $5,396 | $6,746-20.0% | $14,329-62.3% | $7,344-26.5% |