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 | $29,112 | $77,730-62.5% | $70,164-58.5% | $139,434-79.1% |
| Participation rate | 70.0% | 83.2%-13.2pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 13.44% | 18.98%-5.5pp | 18.87%-5.4pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,805 | $4,990-63.8% | $4,287-57.9% | $4,751-62.0% |
| Participant deferral / active EE | $2,316 | $6,448-64.1% | $5,395-57.1% | $6,710-65.5% |
| Admin fee / account holder | $6,185 | $5,368+15.2% | $4,561+35.6% | $11,403-45.8% |