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 | $24,634 | $111,724-78.0% | $93,606-73.7% | $145,922-83.1% |
| Participation rate | 82.4% | 74.2%+8.1pp | 68.7%+13.6pp | 80.3%+2.1pp |
| Annual return | 13.43% | 202.98%-189.6pp | 133.20%-119.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,558 | $3,090-17.2% | $2,420+5.7% | $4,660-45.1% |
| Participant deferral / active EE | $3,211 | $4,912-34.6% | $4,411-27.2% | $6,688-52.0% |
| Admin fee / account holder | $1,093 | $10,250-89.3% | $8,285-86.8% | $13,397-91.8% |