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 | $42,698 | $109,359-61.0% | $162,163-73.7% | $72,985-41.5% |
| Participation rate | 89.3% | 84.3%+5.0pp | 87.6%+1.7pp | 69.5%+19.8pp |
| Annual return | 21.36% | 25.46%-4.1pp | 115.59%-94.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,227 | $3,907-43.0% | $5,614-60.3% | $2,440-8.7% |
| Participant deferral / active EE | $4,189 | $5,481-23.6% | $7,298-42.6% | $3,607+16.1% |
| Admin fee / account holder | $7,264 | $7,972-8.9% | $10,843-33.0% | $5,124+41.8% |