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 | $40,184 | $45,035-10.8% | $62,995-36.2% | $70,131-42.7% |
| Participation rate | 91.2% | 69.5%+21.7pp | 74.8%+16.4pp | 69.5%+21.6pp |
| Annual return | 18.89% | 18.76%+0.1pp | 87.57%-68.7pp | 73.14%-54.3pp |
| Employer contribution / active EE | $7,240 | $2,051+252.9% | $2,759+162.4% | $2,342+209.1% |
| Participant deferral / active EE | $4,965 | $2,465+101.5% | $3,329+49.1% | $3,332+49.0% |
| Admin fee / account holder | $2,958 | $2,834+4.4% | $3,600-17.8% | $4,645-36.3% |