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 | $39,181 | $115,882-66.2% | $100,516-61.0% | $158,922-75.3% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 8.85% | 34.79%-25.9pp | 30.89%-22.0pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,767 | $4,103-56.9% | $3,418-48.3% | $4,761-62.9% |
| Participant deferral / active EE | $2,800 | $6,674-58.1% | $6,270-55.3% | $5,982-53.2% |
| Admin fee / account holder | $17,129 | $10,995+55.8% | $8,081+112.0% | $11,246+52.3% |