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 | $30,174 | $81,233-62.9% | $155,567-80.6% | $80,874-62.7% |
| Participation rate | 96.1% | 66.2%+29.9pp | 78.2%+17.9pp | 67.6%+28.5pp |
| Annual return | 16.65% | 33.33%-16.7pp | 64.74%-48.1pp | 35.62%-19.0pp |
| Employer contribution / active EE | $2,213 | $3,101-28.6% | $4,674-52.6% | $2,756-19.7% |
| Participant deferral / active EE | $3,748 | $3,452+8.6% | $5,628-33.4% | $4,297-12.8% |
| Admin fee / account holder | $3,562 | $7,998-55.5% | $15,916-77.6% | $6,935-48.6% |