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 | $78,889 | $138,347-43.0% | $184,203-57.2% | $80,856-2.4% |
| Participation rate | 88.0% | 83.9%+4.1pp | 86.8%+1.2pp | 67.6%+20.4pp |
| Annual return | 33.95% | 20.02%+13.9pp | 28.81%+5.1pp | 35.59%-1.6pp |
| Employer contribution / active EE | $1,540 | $4,850-68.3% | $6,427-76.0% | $2,755-44.1% |
| Participant deferral / active EE | $4,197 | $7,071-40.6% | $9,131-54.0% | $4,296-2.3% |
| Admin fee / account holder | $2,672 | $10,483-74.5% | $13,901-80.8% | $6,918-61.4% |