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 | $41,271 | $79,944-48.4% | $98,439-58.1% | $75,163-45.1% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.2%+17.1pp | 67.2%+25.1pp |
| Annual return | 16.48% | 19.75%-3.3pp | 21.16%-4.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,019 | $2,264+33.4% | $3,048-0.9% | $2,670+13.1% |
| Participant deferral / active EE | $4,995 | $3,752+33.1% | $4,738+5.4% | $4,125+21.1% |
| Admin fee / account holder | $10,155 | $6,840+48.5% | $8,948+13.5% | $5,651+79.7% |