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 | $29,424 | $72,277-59.3% | $101,248-70.9% | $79,858-63.2% |
| Participation rate | 87.1% | 68.5%+18.6pp | 75.8%+11.3pp | 69.6%+17.5pp |
| Annual return | 18.84% | 22.30%-3.5pp | 46.47%-27.6pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,208 | $2,692-18.0% | $3,660-39.7% | $2,471-10.6% |
| Participant deferral / active EE | $3,486 | $3,282+6.2% | $4,370-20.2% | $3,740-6.8% |
| Admin fee / account holder | $303 | $4,400-93.1% | $5,945-94.9% | $5,306-94.3% |