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 | $24,939 | $93,571-73.3% | $135,903-81.6% | $75,163-66.8% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 22.20% | 30.90%-8.7pp | 68.23%-46.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,853 | $3,537-47.6% | $4,856-61.8% | $2,670-30.6% |
| Participant deferral / active EE | $3,754 | $6,404-41.4% | $7,758-51.6% | $4,125-9.0% |
| Admin fee / account holder | $1,405 | $6,975-79.9% | $10,762-86.9% | $5,651-75.1% |