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 | $19,535 | $63,355-69.2% | $91,989-78.8% | $72,985-73.2% |
| Participation rate | 76.2% | 72.5%+3.7pp | 78.6%-2.4pp | 69.5%+6.7pp |
| Annual return | 51.63% | 35.35%+16.3pp | 69.02%-17.4pp | 81.00%-29.4pp |
| Employer contribution / active EE | $3,476 | $2,116+64.3% | $3,452+0.7% | $2,440+42.5% |
| Participant deferral / active EE | $6,283 | $4,883+28.7% | $5,923+6.1% | $3,607+74.2% |
| Admin fee / account holder | $1,520 | $4,668-67.4% | $7,743-80.4% | $5,124-70.3% |