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 | $40,442 | $75,963-46.8% | $97,995-58.7% | $70,131-42.3% |
| Participation rate | 93.3% | 77.0%+16.4pp | 82.4%+10.9pp | 69.5%+23.8pp |
| Annual return | 16.95% | 19.26%-2.3pp | 23.94%-7.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,117 | $3,278-65.9% | $4,158-73.1% | $2,342-52.3% |
| Participant deferral / active EE | $2,646 | $4,053-34.7% | $5,097-48.1% | $3,332-20.6% |
| Admin fee / account holder | $2,237 | $5,407-58.6% | $5,943-62.4% | $4,645-51.8% |