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 | $34,017 | $81,208-58.1% | $98,907-65.6% | $79,858-57.4% |
| Participation rate | 96.3% | 72.5%+23.8pp | 76.0%+20.3pp | 69.6%+26.7pp |
| Annual return | 19.94% | 60.99%-41.1pp | 196.43%-176.5pp | 31.71%-11.8pp |
| Employer contribution / active EE | $4,232 | $1,960+116.0% | $2,689+57.4% | $2,471+71.3% |
| Participant deferral / active EE | $6,535 | $3,265+100.1% | $4,244+54.0% | $3,740+74.7% |
| Admin fee / account holder | $1,893 | $6,013-68.5% | $6,642-71.5% | $5,306-64.3% |