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 | $6,250 | $54,705-88.6% | $71,209-91.2% | $84,808-92.6% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.8%+19.1pp | 68.3%+24.5pp |
| Annual return | 18.41% | 35.90%-17.5pp | 282.51%-264.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,205 | $2,158+2.2% | $2,721-19.0% | $2,631-16.2% |
| Participant deferral / active EE | $3,552 | $3,030+17.2% | $4,175-14.9% | $4,212-15.7% |
| Admin fee / account holder | $1,764 | $4,863-63.7% | $5,349-67.0% | $7,344-76.0% |