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 | $32,609 | $86,286-62.2% | $111,297-70.7% | $85,850-62.0% |
| Participation rate | 94.4% | 73.3%+21.1pp | 77.3%+17.1pp | 69.3%+25.1pp |
| Annual return | 17.22% | 19.99%-2.8pp | 54.65%-37.4pp | 318.53%-301.3pp |
| Employer contribution / active EE | $3,714 | $2,043+81.8% | $2,731+36.0% | $2,565+44.8% |
| Participant deferral / active EE | $2,342 | $3,641-35.7% | $4,487-47.8% | $3,952-40.7% |
| Admin fee / account holder | $2,868 | $8,188-65.0% | $7,964-64.0% | $6,260-54.2% |