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 | $40,394 | $60,349-33.1% | $74,183-45.5% | $62,891-35.8% |
| Participation rate | 74.1% | 72.7%+1.4pp | 76.6%-2.5pp | 69.3%+4.8pp |
| Annual return | 10.64% | 21.37%-10.7pp | 17.74%-7.1pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,150 | $1,680-31.5% | $2,370-51.5% | $2,281-49.6% |
| Participant deferral / active EE | $3,677 | $2,856+28.7% | $3,550+3.6% | $3,203+14.8% |
| Admin fee / account holder | $5,013 | $4,261+17.6% | $5,586-10.2% | $4,296+16.7% |