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 | $37,609 | $71,050-47.1% | $93,606-59.8% | $80,856-53.5% |
| Participation rate | 73.9% | 60.4%+13.5pp | 68.7%+5.2pp | 67.6%+6.3pp |
| Annual return | 13.07% | 11.26%+1.8pp | 133.20%-120.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,423 | $1,564-9.0% | $2,420-41.2% | $2,755-48.4% |
| Participant deferral / active EE | $4,595 | $4,034+13.9% | $4,411+4.2% | $4,296+7.0% |
| Admin fee / account holder | $1,146 | $6,945-83.5% | $8,285-86.2% | $6,918-83.4% |