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 | $30,939 | $70,756-56.3% | $65,493-52.8% | $142,382-78.3% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 16.64% | 1754.89%-1738.3pp | 982.45%-965.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,070 | $2,881-62.9% | $2,574-58.4% | $4,299-75.1% |
| Participant deferral / active EE | $3,663 | $4,637-21.0% | $3,961-7.5% | $6,507-43.7% |
| Admin fee / account holder | $2,031 | $6,559-69.0% | $5,028-59.6% | $12,624-83.9% |