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 | $32,266 | $72,277-55.4% | $101,248-68.1% | $79,858-59.6% |
| Participation rate | 95.7% | 68.5%+27.2pp | 75.8%+19.8pp | 69.6%+26.0pp |
| Annual return | 16.79% | 22.30%-5.5pp | 46.47%-29.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,302 | $2,692-51.6% | $3,660-64.4% | $2,471-47.3% |
| Participant deferral / active EE | $5,455 | $3,282+66.2% | $4,370+24.8% | $3,740+45.9% |
| Admin fee / account holder | $3,035 | $4,400-31.0% | $5,945-49.0% | $5,306-42.8% |