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 | $35,973 | $64,348-44.1% | $90,160-60.1% | $70,131-48.7% |
| Participation rate | 80.3% | 70.4%+9.8pp | 76.9%+3.4pp | 69.5%+10.7pp |
| Annual return | 18.29% | 28.13%-9.8pp | 34.88%-16.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,157 | $2,046+5.4% | $3,318-35.0% | $2,342-7.9% |
| Participant deferral / active EE | $4,845 | $4,389+10.4% | $5,288-8.4% | $3,332+45.4% |
| Admin fee / account holder | $1,767 | $3,944-55.2% | $5,943-70.3% | $4,645-62.0% |