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 | $32,342 | $65,041-50.3% | $90,951-64.4% | $79,858-59.5% |
| Participation rate | 83.9% | 61.6%+22.3pp | 69.0%+14.9pp | 69.6%+14.2pp |
| Annual return | 40.24% | 30.45%+9.8pp | 134.60%-94.4pp | 31.71%+8.5pp |
| Employer contribution / active EE | $901 | $1,247-27.8% | $2,122-57.5% | $2,471-63.5% |
| Participant deferral / active EE | $2,947 | $2,512+17.3% | $3,373-12.6% | $3,740-21.2% |
| Admin fee / account holder | $7,356 | $4,536+62.2% | $5,959+23.5% | $5,306+38.6% |