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 | $29,872 | $55,415-46.1% | $155,509-80.8% | $74,495-59.9% |
| Participation rate | 75.9% | 61.9%+14.0pp | 78.2%-2.2pp | 67.2%+8.7pp |
| Annual return | 20.97% | 268.50%-247.5pp | 64.67%-43.7pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $2,337 | $2,267+3.1% | $4,672-50.0% | $2,623-10.9% |
| Participant deferral / active EE | $3,132 | $2,836+10.4% | $5,626-44.3% | $4,346-27.9% |
| Admin fee / account holder | $1,734 | $1,738-0.3% | $15,912-89.1% | $1,942-10.7% |