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 | $36,588 | $64,348-43.1% | $90,160-59.4% | $70,131-47.8% |
| Participation rate | 97.7% | 70.4%+27.2pp | 76.9%+20.8pp | 69.5%+28.1pp |
| Annual return | 23.38% | 28.13%-4.8pp | 34.88%-11.5pp | 73.14%-49.8pp |
| Employer contribution / active EE | $3,453 | $2,046+68.8% | $3,318+4.1% | $2,342+47.4% |
| Participant deferral / active EE | $6,990 | $4,389+59.3% | $5,288+32.2% | $3,332+109.8% |
| Admin fee / account holder | $2,013 | $3,944-49.0% | $5,943-66.1% | $4,645-56.7% |