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 | $37,411 | $76,552-51.1% | $123,892-69.8% | $62,891-40.5% |
| Participation rate | 86.6% | 73.0%+13.6pp | 81.4%+5.2pp | 69.3%+17.3pp |
| Annual return | 8.01% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,757 | $2,883+30.3% | $4,617-18.6% | $2,281+64.7% |
| Participant deferral / active EE | $6,680 | $4,840+38.0% | $5,984+11.6% | $3,203+108.6% |
| Admin fee / account holder | $7,308 | $4,826+51.4% | $8,357-12.6% | $4,296+70.1% |