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 | $36,664 | $77,634-52.8% | $156,549-76.6% | $62,891-41.7% |
| Participation rate | 96.9% | 71.2%+25.7pp | 84.0%+12.9pp | 69.3%+27.6pp |
| Annual return | 40.47% | 50.32%-9.8pp | 32.23%+8.2pp | 20.14%+20.3pp |
| Employer contribution / active EE | $5,349 | $3,444+55.3% | $5,501-2.8% | $2,281+134.5% |
| Participant deferral / active EE | $7,329 | $3,045+140.7% | $4,871+50.5% | $3,203+128.8% |
| Admin fee / account holder | $1,834 | $5,561-67.0% | $13,027-85.9% | $4,296-57.3% |