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 | $47,519 | $77,899-39.0% | $149,673-68.3% | $75,163-36.8% |
| Participation rate | 82.9% | 65.6%+17.3pp | 78.8%+4.1pp | 67.2%+15.7pp |
| Annual return | 15.39% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $10,850 | $3,137+245.8% | $4,818+125.2% | $2,670+306.4% |
| Participant deferral / active EE | $5,583 | $3,411+63.7% | $5,680-1.7% | $4,125+35.3% |
| Admin fee / account holder | $12,841 | $5,956+115.6% | $13,210-2.8% | $5,651+127.2% |