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 | $33,180 | $78,672-57.8% | $109,143-69.6% | $85,850-61.4% |
| Participation rate | 90.3% | 68.3%+22.0pp | 75.9%+14.4pp | 69.3%+21.0pp |
| Annual return | 20.00% | 25.09%-5.1pp | 25.75%-5.7pp | 318.53%-298.5pp |
| Employer contribution / active EE | $2,369 | $2,735-13.4% | $3,722-36.3% | $2,565-7.6% |
| Participant deferral / active EE | $4,629 | $3,467+33.5% | $4,653-0.5% | $3,952+17.1% |
| Admin fee / account holder | $7,661 | $5,469+40.1% | $6,752+13.5% | $6,260+22.4% |