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 | $45,973 | $72,012-36.2% | $185,823-75.3% | $79,858-42.4% |
| Participation rate | 92.5% | 65.8%+26.7pp | 78.0%+14.5pp | 69.6%+22.9pp |
| Annual return | 21.26% | 23.12%-1.9pp | 35.95%-14.7pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,803 | $1,965-8.2% | $4,087-55.9% | $2,471-27.0% |
| Participant deferral / active EE | $4,394 | $3,779+16.3% | $5,632-22.0% | $3,740+17.5% |
| Admin fee / account holder | $784 | $4,513-82.6% | $9,500-91.7% | $5,306-85.2% |