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 | $35,355 | $72,277-51.1% | $101,248-65.1% | $79,858-55.7% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 13.64% | 22.30%-8.7pp | 46.47%-32.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,010 | $2,692+11.8% | $3,660-17.8% | $2,471+21.8% |
| Participant deferral / active EE | $3,527 | $3,282+7.5% | $4,370-19.3% | $3,740-5.7% |
| Admin fee / account holder | $1,169 | $4,400-73.4% | $5,945-80.3% | $5,306-78.0% |