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 | $37,537 | $71,050-47.2% | $93,606-59.9% | $80,856-53.6% |
| Participation rate | 91.4% | 60.4%+31.0pp | 68.7%+22.7pp | 67.6%+23.8pp |
| Annual return | 12.42% | 11.26%+1.2pp | 133.20%-120.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,924 | $1,564+23.0% | $2,420-20.5% | $2,755-30.2% |
| Participant deferral / active EE | $4,039 | $4,034+0.1% | $4,411-8.4% | $4,296-6.0% |
| Admin fee / account holder | $1,836 | $6,945-73.6% | $8,285-77.8% | $6,918-73.5% |