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 | $23,495 | $85,766-72.6% | $136,294-82.8% | $70,131-66.5% |
| Participation rate | 83.0% | 74.2%+8.8pp | 81.9%+1.1pp | 69.5%+13.4pp |
| Annual return | 16.63% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $799 | $2,966-73.1% | $4,695-83.0% | $2,342-65.9% |
| Participant deferral / active EE | $5,738 | $5,051+13.6% | $6,247-8.1% | $3,332+72.2% |
| Admin fee / account holder | $6,508 | $5,420+20.1% | $9,243-29.6% | $4,645+40.1% |