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 | $26,095 | $53,127-50.9% | $86,590-69.9% | $70,131-62.8% |
| Participation rate | 76.0% | 65.3%+10.7pp | 73.5%+2.5pp | 69.5%+6.5pp |
| Annual return | 17.55% | 27.66%-10.1pp | 964.84%-947.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,591 | $2,068+25.3% | $2,839-8.7% | $2,342+10.6% |
| Participant deferral / active EE | $4,013 | $2,696+48.9% | $3,609+11.2% | $3,332+20.5% |
| Admin fee / account holder | $3,584 | $3,5850% | $4,906-26.9% | $4,645-22.9% |