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 | $42,877 | $78,672-45.5% | $109,143-60.7% | $85,850-50.1% |
| Participation rate | 98.4% | 68.3%+30.1pp | 75.9%+22.5pp | 69.3%+29.0pp |
| Annual return | 12.62% | 25.09%-12.5pp | 25.75%-13.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3,217 | $2,735+17.6% | $3,722-13.6% | $2,565+25.4% |
| Participant deferral / active EE | $4,071 | $3,467+17.4% | $4,653-12.5% | $3,952+3.0% |
| Admin fee / account holder | $3,237 | $5,469-40.8% | $6,752-52.1% | $6,260-48.3% |