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 | $41,929 | $46,869-10.5% | $122,332-65.7% | $70,131-40.2% |
| Participation rate | 96.2% | 58.2%+38.0pp | 71.6%+24.5pp | 69.5%+26.6pp |
| Annual return | 24.21% | 24.22%0pp | 30.27%-6.1pp | 73.14%-48.9pp |
| Employer contribution / active EE | $2,782 | $1,288+116.1% | $4,050-31.3% | $2,342+18.8% |
| Participant deferral / active EE | $5,351 | $2,166+147.0% | $3,287+62.8% | $3,332+60.6% |
| Admin fee / account holder | $1,050 | $3,322-68.4% | $5,478-80.8% | $4,645-77.4% |