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 | $43,213 | $80,724-46.5% | $103,333-58.2% | $74,495-42.0% |
| Participation rate | 86.0% | 65.7%+20.3pp | 74.5%+11.5pp | 67.2%+18.8pp |
| Annual return | 13.95% | 27.56%-13.6pp | 24.88%-10.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,633 | $3,157+15.1% | $3,868-6.1% | $2,623+38.5% |
| Participant deferral / active EE | $5,224 | $3,860+35.3% | $5,057+3.3% | $4,346+20.2% |
| Admin fee / account holder | $2,755 | $2,368+16.3% | $8,355-67.0% | $1,942+41.9% |