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 | $41,994 | $124,319-66.2% | $111,297-62.3% | $167,490-74.9% |
| Participation rate | 91.7% | 79.6%+12.1pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 11.45% | 37.44%-26.0pp | 54.65%-43.2pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,567 | $3,435-25.3% | $2,731-6.0% | $4,837-46.9% |
| Participant deferral / active EE | $4,684 | $5,180-9.6% | $4,487+4.4% | $6,341-26.1% |
| Admin fee / account holder | $4,574 | $10,618-56.9% | $7,964-42.6% | $12,309-62.8% |