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 | $26,467 | $79,944-66.9% | $98,439-73.1% | $75,163-64.8% |
| Participation rate | 97.2% | 70.4%+26.9pp | 75.2%+22.1pp | 67.2%+30.0pp |
| Annual return | 16.02% | 19.75%-3.7pp | 21.16%-5.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,054 | $2,264-9.3% | $3,048-32.6% | $2,670-23.1% |
| Participant deferral / active EE | $3,086 | $3,752-17.8% | $4,738-34.9% | $4,125-25.2% |
| Admin fee / account holder | $6,099 | $6,840-10.8% | $8,948-31.8% | $5,651+7.9% |