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 | $29,982 | $78,705-61.9% | $117,854-74.6% | $70,131-57.2% |
| Participation rate | 80.5% | 73.2%+7.3pp | 79.7%+0.8pp | 69.5%+10.9pp |
| Annual return | 15.76% | 23.30%-7.5pp | 335.08%-319.3pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,819 | $2,223+26.8% | $3,786-25.5% | $2,342+20.4% |
| Participant deferral / active EE | $3,398 | $3,297+3.1% | $4,482-24.2% | $3,332+2.0% |
| Admin fee / account holder | $4,075 | $5,065-19.6% | $8,020-49.2% | $4,645-12.3% |