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 | $33,781 | $53,127-36.4% | $86,590-61.0% | $70,131-51.8% |
| Participation rate | 82.4% | 65.3%+17.0pp | 73.5%+8.8pp | 69.5%+12.8pp |
| Annual return | 14.31% | 27.66%-13.3pp | 964.84%-950.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $2,756 | $2,068+33.3% | $2,839-2.9% | $2,342+17.7% |
| Participant deferral / active EE | $3,996 | $2,696+48.2% | $3,609+10.7% | $3,332+20.0% |
| Admin fee / account holder | $5,133 | $3,585+43.2% | $4,906+4.6% | $4,645+10.5% |