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 | $41,426 | $86,286-52.0% | $111,297-62.8% | $85,850-51.7% |
| Participation rate | 94.7% | 73.3%+21.4pp | 77.3%+17.4pp | 69.3%+25.4pp |
| Annual return | 13.44% | 19.99%-6.5pp | 54.65%-41.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,190 | $2,043-41.7% | $2,731-56.4% | $2,565-53.6% |
| Participant deferral / active EE | $3,795 | $3,641+4.2% | $4,487-15.4% | $3,952-4.0% |
| Admin fee / account holder | $880 | $8,188-89.3% | $7,964-89.0% | $6,260-85.9% |