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 | $27,162 | $77,899-65.1% | $149,673-81.9% | $75,163-63.9% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 14.70% | 31.72%-17.0pp | 134.42%-119.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $4,070 | $3,137+29.7% | $4,818-15.5% | $2,670+52.4% |
| Participant deferral / active EE | $1,747 | $3,411-48.8% | $5,680-69.2% | $4,125-57.7% |
| Admin fee / account holder | $942 | $5,956-84.2% | $13,210-92.9% | $5,651-83.3% |