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 | $36,455 | $78,422-53.5% | $95,952-62.0% | $79,858-54.3% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.6pp |
| Annual return | 13.14% | 19.37%-6.2pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,578 | $1,945-18.9% | $2,541-37.9% | $2,471-36.2% |
| Participant deferral / active EE | $2,544 | $3,440-26.0% | $4,167-38.9% | $3,740-32.0% |
| Admin fee / account holder | $1,787 | $5,622-68.2% | $6,795-73.7% | $5,306-66.3% |