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 | $22,667 | $76,552-70.4% | $123,892-81.7% | $62,891-64.0% |
| Participation rate | 76.7% | 73.0%+3.7pp | 81.4%-4.7pp | 69.3%+7.4pp |
| Annual return | 37.55% | 18.68%+18.9pp | 47.52%-10.0pp | 20.14%+17.4pp |
| Employer contribution / active EE | $2,616 | $2,883-9.2% | $4,617-43.3% | $2,281+14.7% |
| Participant deferral / active EE | $4,714 | $4,840-2.6% | $5,984-21.2% | $3,203+47.2% |
| Admin fee / account holder | $1,237 | $4,826-74.4% | $8,357-85.2% | $4,296-71.2% |