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 | $38,134 | $51,576-26.1% | $129,207-70.5% | $80,856-52.8% |
| Participation rate | 70.0% | 57.0%+13.0pp | 69.6%+0.4pp | 67.6%+2.4pp |
| Annual return | 13.97% | 20.81%-6.8pp | 9417.33%-9403.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,894 | $1,584+19.6% | $4,153-54.4% | $2,755-31.2% |
| Participant deferral / active EE | $2,947 | $2,669+10.4% | $4,168-29.3% | $4,296-31.4% |
| Admin fee / account holder | $9,970 | $4,305+131.6% | $7,715+29.2% | $6,918+44.1% |