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 | $38,455 | $103,376-62.8% | $87,100-55.8% | $152,861-74.8% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 21.27% | 28.10%-6.8pp | 28.19%-6.9pp | 345.32%-324.0pp |
| Employer contribution / active EE | $3,206 | $3,220-0.5% | $2,521+27.1% | $4,762-32.7% |
| Participant deferral / active EE | $5,826 | $4,778+21.9% | $4,049+43.9% | $5,850-0.4% |
| Admin fee / account holder | $6,003 | $12,205-50.8% | $7,497-19.9% | $11,596-48.2% |