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 | $26,645 | $109,327-75.6% | $89,391-70.2% | $158,922-83.2% |
| Participation rate | 82.6% | 74.3%+8.3pp | 68.0%+14.6pp | 82.0%+0.7pp |
| Annual return | 16.75% | 345.68%-328.9pp | 245.62%-228.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $6,046 | $3,170+90.7% | $2,586+133.8% | $4,761+27.0% |
| Participant deferral / active EE | $1,477 | $4,598-67.9% | $3,890-62.0% | $5,982-75.3% |
| Admin fee / account holder | $2,276 | $6,153-63.0% | $4,881-53.4% | $11,246-79.8% |