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 | $38,971 | $70,669-44.9% | $169,368-77.0% | $75,163-48.2% |
| Participation rate | 97.1% | 64.8%+32.3pp | 77.1%+19.9pp | 67.2%+29.9pp |
| Annual return | 15.80% | 36.36%-20.6pp | 405.60%-389.8pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,961 | $2,211-11.3% | $4,013-51.1% | $2,670-26.5% |
| Participant deferral / active EE | $3,457 | $4,311-19.8% | $6,221-44.4% | $4,125-16.2% |
| Admin fee / account holder | $4,913 | $5,402-9.1% | $9,003-45.4% | $5,651-13.1% |