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 | $32,244 | $70,669-54.4% | $169,368-81.0% | $75,163-57.1% |
| Participation rate | 80.3% | 64.8%+15.5pp | 77.1%+3.2pp | 67.2%+13.1pp |
| Annual return | 14.41% | 36.36%-21.9pp | 405.60%-391.2pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,387 | $2,211+53.2% | $4,013-15.6% | $2,670+26.9% |
| Participant deferral / active EE | $3,209 | $4,311-25.6% | $6,221-48.4% | $4,125-22.2% |
| Admin fee / account holder | $6,552 | $5,402+21.3% | $9,003-27.2% | $5,651+15.9% |