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 | $31,334 | $87,037-64.0% | $106,201-70.5% | $80,874-61.3% |
| Participation rate | 81.1% | 70.4%+10.6pp | 75.3%+5.8pp | 67.6%+13.4pp |
| Annual return | 25.33% | 17.05%+8.3pp | 116.26%-90.9pp | 35.62%-10.3pp |
| Employer contribution / active EE | $1,772 | $2,396-26.0% | $3,170-44.1% | $2,756-35.7% |
| Participant deferral / active EE | $3,857 | $3,986-3.2% | $5,012-23.0% | $4,297-10.2% |
| Admin fee / account holder | $4,771 | $8,434-43.4% | $11,039-56.8% | $6,935-31.2% |