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 | $40,368 | $80,724-50.0% | $103,333-60.9% | $74,495-45.8% |
| Participation rate | 73.8% | 65.7%+8.1pp | 74.5%-0.7pp | 67.2%+6.6pp |
| Annual return | 14.10% | 27.56%-13.5pp | 24.88%-10.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $4,080 | $3,157+29.2% | $3,868+5.5% | $2,623+55.6% |
| Participant deferral / active EE | $1,834 | $3,860-52.5% | $5,057-63.7% | $4,346-57.8% |
| Admin fee / account holder | $3,374 | $2,368+42.5% | $8,355-59.6% | $1,942+73.8% |