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 | $13,713 | $77,899-82.4% | $149,673-90.8% | $75,163-81.8% |
| Participation rate | 94.8% | 65.6%+29.2pp | 78.8%+16.1pp | 67.2%+27.6pp |
| Annual return | 18.86% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,368 | $3,137-56.4% | $4,818-71.6% | $2,670-48.8% |
| Participant deferral / active EE | $2,061 | $3,411-39.6% | $5,680-63.7% | $4,125-50.0% |
| Admin fee / account holder | $1,371 | $5,956-77.0% | $13,210-89.6% | $5,651-75.7% |