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 | $17,907 | $81,248-78.0% | $155,509-88.5% | $80,856-77.9% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 115.41% | 33.31%+82.1pp | 64.67%+50.7pp | 35.59%+79.8pp |
| Employer contribution / active EE | $1,320 | $3,100-57.4% | $4,672-71.8% | $2,755-52.1% |
| Participant deferral / active EE | $2,891 | $3,452-16.2% | $5,626-48.6% | $4,296-32.7% |
| Admin fee / account holder | $1,464 | $7,997-81.7% | $15,912-90.8% | $6,918-78.8% |