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 | $46,065 | $71,192-35.3% | $117,854-60.9% | $62,292-26.0% |
| Participation rate | 95.2% | 74.2%+21.0pp | 79.7%+15.6pp | 69.5%+25.7pp |
| Annual return | 14.94% | 18.66%-3.7pp | 335.08%-320.1pp | 28.90%-14.0pp |
| Employer contribution / active EE | $2,343 | $1,934+21.2% | $3,786-38.1% | $2,042+14.7% |
| Participant deferral / active EE | $3,934 | $3,189+23.4% | $4,482-12.2% | $3,169+24.1% |
| Admin fee / account holder | $1,743 | $587+196.8% | $8,020-78.3% | $479+263.6% |