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 | $33,507 | $53,127-36.9% | $86,590-61.3% | $70,131-52.2% |
| Participation rate | 95.5% | 65.3%+30.1pp | 73.5%+21.9pp | 69.5%+25.9pp |
| Annual return | 13.57% | 27.66%-14.1pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $2,149 | $2,068+3.9% | $2,839-24.3% | $2,342-8.3% |
| Participant deferral / active EE | $3,462 | $2,696+28.4% | $3,609-4.1% | $3,332+3.9% |
| Admin fee / account holder | $22,426 | $3,585+525.5% | $4,906+357.1% | $4,645+382.8% |