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 | $22,854 | $77,899-70.7% | $149,673-84.7% | $75,163-69.6% |
| Participation rate | 83.8% | 65.6%+18.2pp | 78.8%+5.0pp | 67.2%+16.6pp |
| Annual return | 13.46% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,654 | $3,137-47.3% | $4,818-65.7% | $2,670-38.1% |
| Participant deferral / active EE | $1,198 | $3,411-64.9% | $5,680-78.9% | $4,125-71.0% |
| Admin fee / account holder | $1,452 | $5,956-75.6% | $13,210-89.0% | $5,651-74.3% |