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 | $43,092 | $78,422-45.1% | $95,952-55.1% | $79,858-46.0% |
| Participation rate | 91.5% | 73.5%+18.0pp | 77.1%+14.4pp | 69.6%+21.9pp |
| Annual return | 18.03% | 19.37%-1.3pp | 91.61%-73.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,388 | $1,945+22.8% | $2,541-6.0% | $2,471-3.3% |
| Participant deferral / active EE | $1,684 | $3,440-51.1% | $4,167-59.6% | $3,740-55.0% |
| Admin fee / account holder | $7,745 | $5,622+37.8% | $6,795+14.0% | $5,306+46.0% |