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 | $26,573 | $84,233-68.5% | $170,442-84.4% | $70,131-62.1% |
| Participation rate | 82.9% | 70.8%+12.0pp | 83.6%-0.7pp | 69.5%+13.3pp |
| Annual return | 15.77% | 23.06%-7.3pp | 205.93%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,674 | $3,387-50.6% | $5,433-69.2% | $2,342-28.5% |
| Participant deferral / active EE | $5,081 | $3,086+64.7% | $4,939+2.9% | $3,332+52.5% |
| Admin fee / account holder | $4,511 | $5,698-20.8% | $13,880-67.5% | $4,645-2.9% |