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 | $39,533 | $85,202-53.6% | $172,739-77.1% | $72,985-45.8% |
| Participation rate | 82.1% | 70.1%+12.1pp | 82.6%-0.5pp | 69.5%+12.7pp |
| Annual return | 30.75% | 27.32%+3.4pp | 802.84%-772.1pp | 81.00%-50.3pp |
| Employer contribution / active EE | $3,975 | $3,324+19.6% | $5,143-22.7% | $2,440+62.9% |
| Participant deferral / active EE | $8,297 | $3,260+154.5% | $5,198+59.6% | $3,607+130.0% |
| Admin fee / account holder | $1,333 | $5,884-77.4% | $13,954-90.5% | $5,124-74.0% |