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 | $37,402 | $77,899-52.0% | $149,673-75.0% | $75,163-50.2% |
| Participation rate | 77.6% | 65.6%+12.0pp | 78.8%-1.2pp | 67.2%+10.4pp |
| Annual return | 17.17% | 31.72%-14.6pp | 134.42%-117.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,809 | $3,137-42.3% | $4,818-62.4% | $2,670-32.2% |
| Participant deferral / active EE | $4,373 | $3,411+28.2% | $5,680-23.0% | $4,125+6.0% |
| Admin fee / account holder | $7,439 | $5,956+24.9% | $13,210-43.7% | $5,651+31.6% |