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 | $39,955 | $37,426+6.8% | $77,482-48.4% | $79,858-50.0% |
| Participation rate | 90.6% | 41.5%+49.1pp | 54.2%+36.4pp | 69.6%+21.0pp |
| Annual return | 24.75% | 39.70%-14.9pp | 54.79%-30.0pp | 31.71%-7.0pp |
| Employer contribution / active EE | $916 | $637+43.9% | $986-7.1% | $2,471-62.9% |
| Participant deferral / active EE | $1,109 | $1,260-12.0% | $1,861-40.4% | $3,740-70.3% |
| Admin fee / account holder | $2,170 | $2,504-13.4% | $2,858-24.1% | $5,306-59.1% |