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 | $40,300 | $49,227-18.1% | $70,449-42.8% | $79,858-49.5% |
| Participation rate | 92.0% | 69.2%+22.8pp | 75.1%+16.9pp | 69.6%+22.4pp |
| Annual return | 16.00% | 30.06%-14.1pp | 109.03%-93.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,760 | $2,099+31.5% | $2,737+0.9% | $2,471+11.7% |
| Participant deferral / active EE | $4,413 | $2,768+59.4% | $3,709+19.0% | $3,740+18.0% |
| Admin fee / account holder | $5,544 | $2,878+92.6% | $3,845+44.2% | $5,306+4.5% |