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 | $33,028 | $53,127-37.8% | $86,590-61.9% | $70,131-52.9% |
| Participation rate | 85.3% | 65.3%+20.0pp | 73.5%+11.7pp | 69.5%+15.8pp |
| Annual return | 13.09% | 27.66%-14.6pp | 964.84%-951.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $2,825 | $2,068+36.6% | $2,839-0.5% | $2,342+20.6% |
| Participant deferral / active EE | $1,667 | $2,696-38.2% | $3,609-53.8% | $3,332-50.0% |
| Admin fee / account holder | $2,912 | $3,585-18.8% | $4,906-40.6% | $4,645-37.3% |