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 | $25,812 | $77,899-66.9% | $149,673-82.8% | $75,163-65.7% |
| Participation rate | 73.1% | 65.6%+7.5pp | 78.8%-5.7pp | 67.2%+5.9pp |
| Annual return | 17.52% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,760 | $3,137-43.9% | $4,818-63.5% | $2,670-34.1% |
| Participant deferral / active EE | $2,897 | $3,411-15.1% | $5,680-49.0% | $4,125-29.8% |
| Admin fee / account holder | $1,257 | $5,956-78.9% | $13,210-90.5% | $5,651-77.8% |