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 | $36,059 | $78,672-54.2% | $109,143-67.0% | $85,850-58.0% |
| Participation rate | 96.8% | 68.3%+28.5pp | 75.9%+20.9pp | 69.3%+27.5pp |
| Annual return | 19.07% | 25.09%-6.0pp | 25.75%-6.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $1,839 | $2,735-32.8% | $3,722-50.6% | $2,565-28.3% |
| Participant deferral / active EE | $5,440 | $3,467+56.9% | $4,653+16.9% | $3,952+37.7% |
| Admin fee / account holder | $3,538 | $5,469-35.3% | $6,752-47.6% | $6,260-43.5% |