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 | $34,125 | $91,190-62.6% | $178,490-80.9% | $79,858-57.3% |
| Participation rate | 80.2% | 69.2%+11.0pp | 81.9%-1.7pp | 69.6%+10.6pp |
| Annual return | 15.89% | 24.19%-8.3pp | 151.07%-135.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,666 | $3,256+12.6% | $5,011-26.8% | $2,471+48.4% |
| Participant deferral / active EE | $2,975 | $3,236-8.1% | $5,202-42.8% | $3,740-20.5% |
| Admin fee / account holder | $1,296 | $6,751-80.8% | $13,984-90.7% | $5,306-75.6% |