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 | $43,170 | $77,899-44.6% | $149,673-71.2% | $75,163-42.6% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 16.19% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,919 | $3,137-7.0% | $4,818-39.4% | $2,670+9.3% |
| Participant deferral / active EE | $1,767 | $3,411-48.2% | $5,680-68.9% | $4,125-57.2% |
| Admin fee / account holder | $2,927 | $5,956-50.9% | $13,210-77.8% | $5,651-48.2% |