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 | $40,452 | $109,359-63.0% | $162,163-75.1% | $72,985-44.6% |
| Participation rate | 85.2% | 84.3%+0.9pp | 87.6%-2.4pp | 69.5%+15.7pp |
| Annual return | 22.83% | 25.46%-2.6pp | 115.59%-92.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $7,239 | $3,907+85.3% | $5,614+29.0% | $2,440+196.7% |
| Participant deferral / active EE | $8,401 | $5,481+53.3% | $7,298+15.1% | $3,607+132.9% |
| Admin fee / account holder | $2,429 | $7,972-69.5% | $10,843-77.6% | $5,124-52.6% |