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 | $40,114 | $78,705-49.0% | $117,854-66.0% | $70,131-42.8% |
| Participation rate | 89.3% | 73.2%+16.1pp | 79.7%+9.7pp | 69.5%+19.8pp |
| Annual return | 15.52% | 23.30%-7.8pp | 335.08%-319.6pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,601 | $2,223+17.0% | $3,786-31.3% | $2,342+11.0% |
| Participant deferral / active EE | $4,671 | $3,297+41.7% | $4,482+4.2% | $3,332+40.2% |
| Admin fee / account holder | $5,154 | $5,065+1.8% | $8,020-35.7% | $4,645+11.0% |