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 | $32,566 | $104,251-68.8% | $91,001-64.2% | $147,584-77.9% |
| Participation rate | 94.4% | 78.2%+16.2pp | 75.6%+18.8pp | 82.8%+11.6pp |
| Annual return | 14.90% | 27.06%-12.2pp | 4.60%+10.3pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,339 | $3,116-57.0% | $2,456-45.5% | $4,876-72.5% |
| Participant deferral / active EE | $3,552 | $4,195-15.3% | $3,547+0.1% | $5,439-34.7% |
| Admin fee / account holder | $3,651 | $8,948-59.2% | $5,417-32.6% | $10,885-66.5% |