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 | $39,613 | $78,705-49.7% | $117,854-66.4% | $70,131-43.5% |
| Participation rate | 72.1% | 73.2%-1.1pp | 79.7%-7.6pp | 69.5%+2.5pp |
| Annual return | 12.72% | 23.30%-10.6pp | 335.08%-322.4pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,801 | $2,223-19.0% | $3,786-52.4% | $2,342-23.1% |
| Participant deferral / active EE | $3,262 | $3,297-1.1% | $4,482-27.2% | $3,332-2.1% |
| Admin fee / account holder | $2,429 | $5,065-52.0% | $8,020-69.7% | $4,645-47.7% |