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 | $37,778 | $133,922-71.8% | $116,228-67.5% | $142,382-73.5% |
| Participation rate | 82.4% | 77.9%+4.5pp | 74.6%+7.8pp | 80.1%+2.2pp |
| Annual return | 12.45% | 147.76%-135.3pp | 90.06%-77.6pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,620 | $3,446-53.0% | $2,994-45.9% | $4,299-62.3% |
| Participant deferral / active EE | $2,936 | $5,672-48.2% | $4,953-40.7% | $6,507-54.9% |
| Admin fee / account holder | $3,365 | $14,945-77.5% | $11,989-71.9% | $12,624-73.3% |