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 | $43,293 | $72,012-39.9% | $185,823-76.7% | $79,858-45.8% |
| Participation rate | 76.0% | 65.8%+10.2pp | 78.0%-2.0pp | 69.6%+6.4pp |
| Annual return | 59.67% | 23.12%+36.6pp | 35.95%+23.7pp | 31.71%+28.0pp |
| Employer contribution / active EE | $2,586 | $1,965+31.6% | $4,087-36.7% | $2,471+4.7% |
| Participant deferral / active EE | $4,651 | $3,779+23.1% | $5,632-17.4% | $3,740+24.4% |
| Admin fee / account holder | $7,640 | $4,513+69.3% | $9,500-19.6% | $5,306+44.0% |