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 | $44,561 | $91,552-51.3% | $133,956-66.7% | $79,858-44.2% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.2pp |
| Annual return | 15.93% | 61.85%-45.9pp | 45.09%-29.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,140 | $2,384-52.2% | $3,919-70.9% | $2,471-53.9% |
| Participant deferral / active EE | $3,221 | $3,733-13.7% | $5,048-36.2% | $3,740-13.9% |
| Admin fee / account holder | $458 | $6,321-92.8% | $8,927-94.9% | $5,306-91.4% |