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 | $31,526 | $77,813-59.5% | $123,544-74.5% | $64,186-50.9% |
| Participation rate | 91.4% | 74.7%+16.7pp | 82.3%+9.1pp | 69.6%+21.9pp |
| Annual return | 12.12% | 12.48%-0.4pp | 119.20%-107.1pp | 7.63%+4.5pp |
| Employer contribution / active EE | $1,384 | $3,014-54.1% | $4,628-70.1% | $2,381-41.9% |
| Participant deferral / active EE | $3,168 | $5,240-39.5% | $6,426-50.7% | $3,470-8.7% |
| Admin fee / account holder | $5,314 | $5,519-3.7% | $9,284-42.8% | $4,888+8.7% |