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 | $39,124 | $93,571-58.2% | $135,903-71.2% | $75,163-47.9% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 19.65% | 30.90%-11.3pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,197 | $3,537-37.9% | $4,856-54.8% | $2,670-17.7% |
| Participant deferral / active EE | $6,788 | $6,404+6.0% | $7,758-12.5% | $4,125+64.5% |
| Admin fee / account holder | $2,434 | $6,975-65.1% | $10,762-77.4% | $5,651-56.9% |