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 | $30,151 | $84,233-64.2% | $170,442-82.3% | $70,131-57.0% |
| Participation rate | 89.4% | 70.8%+18.5pp | 83.6%+5.8pp | 69.5%+19.8pp |
| Annual return | 14.70% | 23.06%-8.4pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,171 | $3,387-65.4% | $5,433-78.4% | $2,342-50.0% |
| Participant deferral / active EE | $3,265 | $3,086+5.8% | $4,939-33.9% | $3,332-2.0% |
| Admin fee / account holder | $4,424 | $5,698-22.4% | $13,880-68.1% | $4,645-4.8% |