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 | $52,366 | $57,354-8.7% | $83,848-37.5% | $64,186-18.4% |
| Participation rate | 82.0% | 68.6%+13.4pp | 76.1%+5.9pp | 69.6%+12.4pp |
| Annual return | 9.78% | 11.38%-1.6pp | 850.88%-841.1pp | 7.63%+2.1pp |
| Employer contribution / active EE | $1,716 | $2,545-32.6% | $3,631-52.7% | $2,381-27.9% |
| Participant deferral / active EE | $3,301 | $2,993+10.3% | $4,082-19.1% | $3,470-4.8% |
| Admin fee / account holder | $3,565 | $4,046-11.9% | $5,478-34.9% | $4,888-27.1% |