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 | $38,122 | $54,762-30.4% | $90,281-57.8% | $72,985-47.8% |
| Participation rate | 93.8% | 65.1%+28.6pp | 73.3%+20.5pp | 69.5%+24.3pp |
| Annual return | 21.75% | 30.63%-8.9pp | 78.10%-56.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,942 | $2,092+88.4% | $2,854+38.1% | $2,440+61.6% |
| Participant deferral / active EE | $3,172 | $2,887+9.9% | $3,885-18.4% | $3,607-12.1% |
| Admin fee / account holder | $5,133 | $3,972+29.2% | $5,351-4.1% | $5,124+0.2% |