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 | $25,803 | $77,899-66.9% | $149,673-82.8% | $75,163-65.7% |
| Participation rate | 72.2% | 65.6%+6.6pp | 78.8%-6.5pp | 67.2%+5.0pp |
| Annual return | 15.55% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,473 | $3,137-53.0% | $4,818-69.4% | $2,670-44.8% |
| Participant deferral / active EE | $2,177 | $3,411-36.2% | $5,680-61.7% | $4,125-47.2% |
| Admin fee / account holder | $2,506 | $5,956-57.9% | $13,210-81.0% | $5,651-55.6% |