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 | $26,543 | $60,124-55.9% | $90,404-70.6% | $79,858-66.8% |
| Participation rate | 92.6% | 65.0%+27.6pp | 72.7%+19.9pp | 69.6%+23.0pp |
| Annual return | 18.94% | 71.94%-53.0pp | 1293.02%-1274.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,311 | $2,068+11.8% | $3,262-29.2% | $2,471-6.5% |
| Participant deferral / active EE | $5,463 | $2,938+85.9% | $3,963+37.8% | $3,740+46.1% |
| Admin fee / account holder | $3,337 | $3,976-16.1% | $5,611-40.5% | $5,306-37.1% |