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 | $37,777 | $135,952-72.2% | $123,892-69.5% | $273,961-86.2% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 12.17% | 56.63%-44.5pp | 47.52%-35.3pp | 41.45%-29.3pp |
| Employer contribution / active EE | $2,223 | $5,170-57.0% | $4,617-51.8% | $4,869-54.3% |
| Participant deferral / active EE | $5,312 | $6,343-16.2% | $5,984-11.2% | $5,287+0.5% |
| Admin fee / account holder | $6,552 | $9,817-33.3% | $8,357-21.6% | $10,132-35.3% |