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 | $39,002 | $77,314-49.6% | $177,989-78.1% | $80,856-51.8% |
| Participation rate | 78.1% | 65.7%+12.4pp | 77.1%+1.0pp | 67.6%+10.5pp |
| Annual return | 13.70% | 18.09%-4.4pp | 294.48%-280.8pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,381 | $2,292+47.5% | $3,949-14.4% | $2,755+22.7% |
| Participant deferral / active EE | $3,060 | $4,411-30.6% | $6,276-51.2% | $4,296-28.8% |
| Admin fee / account holder | $3,322 | $7,191-53.8% | $10,363-67.9% | $6,918-52.0% |