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 | $35,785 | $64,348-44.4% | $90,160-60.3% | $70,131-49.0% |
| Participation rate | 91.4% | 70.4%+21.0pp | 76.9%+14.6pp | 69.5%+21.9pp |
| Annual return | 18.52% | 28.13%-9.6pp | 34.88%-16.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $5,175 | $2,046+153.0% | $3,318+56.0% | $2,342+120.9% |
| Participant deferral / active EE | $5,017 | $4,389+14.3% | $5,288-5.1% | $3,332+50.6% |
| Admin fee / account holder | $1,628 | $3,944-58.7% | $5,943-72.6% | $4,645-65.0% |