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 | $40,820 | $86,929-53.0% | $102,423-60.1% | $80,856-49.5% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.6%+28.7pp |
| Annual return | 12.41% | 18.88%-6.5pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,649 | $2,369-30.4% | $3,023-45.5% | $2,755-40.2% |
| Participant deferral / active EE | $3,940 | $4,118-4.3% | $5,053-22.0% | $4,296-8.3% |
| Admin fee / account holder | $4,379 | $8,049-45.6% | $9,451-53.7% | $6,918-36.7% |