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 | $36,558 | $58,523-37.5% | $99,443-63.2% | $72,985-49.9% |
| Participation rate | 76.2% | 64.6%+11.6pp | 73.8%+2.4pp | 69.5%+6.7pp |
| Annual return | 22.22% | 28.51%-6.3pp | 30.72%-8.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $4,289 | $1,512+183.6% | $2,540+68.9% | $2,440+75.8% |
| Participant deferral / active EE | $1,722 | $2,606-33.9% | $3,619-52.4% | $3,607-52.3% |
| Admin fee / account holder | $1,460 | $4,102-64.4% | $6,250-76.6% | $5,124-71.5% |