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 | $27,608 | $77,899-64.6% | $149,673-81.6% | $75,163-63.3% |
| Participation rate | 81.1% | 65.6%+15.5pp | 78.8%+2.3pp | 67.2%+13.9pp |
| Annual return | 17.60% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,884 | $3,137-40.0% | $4,818-60.9% | $2,670-29.5% |
| Participant deferral / active EE | $1,939 | $3,411-43.1% | $5,680-65.9% | $4,125-53.0% |
| Admin fee / account holder | $2,985 | $5,956-49.9% | $13,210-77.4% | $5,651-47.2% |