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 | $31,459 | $76,552-58.9% | $123,892-74.6% | $62,891-50.0% |
| Participation rate | 82.8% | 73.0%+9.8pp | 81.4%+1.3pp | 69.3%+13.5pp |
| Annual return | 15.57% | 18.68%-3.1pp | 47.52%-32.0pp | 20.14%-4.6pp |
| Employer contribution / active EE | $1,488 | $2,883-48.4% | $4,617-67.8% | $2,281-34.8% |
| Participant deferral / active EE | $3,255 | $4,840-32.7% | $5,984-45.6% | $3,203+1.6% |
| Admin fee / account holder | $11,832 | $4,826+145.2% | $8,357+41.6% | $4,296+175.4% |