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 | $38,704 | $89,355-56.7% | $141,162-72.6% | $72,985-47.0% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 53.03% | 111.85%-58.8pp | 71.39%-18.4pp | 81.00%-28.0pp |
| Employer contribution / active EE | $3,196 | $3,114+2.6% | $4,735-32.5% | $2,440+31.0% |
| Participant deferral / active EE | $7,202 | $5,418+32.9% | $6,709+7.3% | $3,607+99.6% |
| Admin fee / account holder | $6,641 | $5,958+11.5% | $10,261-35.3% | $5,124+29.6% |