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 | $37,968 | $45,073-15.8% | $69,455-45.3% | $72,985-48.0% |
| Participation rate | 93.2% | 68.5%+24.7pp | 74.6%+18.6pp | 69.5%+23.7pp |
| Annual return | 17.79% | 22.65%-4.9pp | 28.97%-11.2pp | 81.00%-63.2pp |
| Employer contribution / active EE | $2,713 | $2,054+32.1% | $2,779-2.4% | $2,440+11.2% |
| Participant deferral / active EE | $5,710 | $2,602+119.5% | $3,535+61.5% | $3,607+58.3% |
| Admin fee / account holder | $4,380 | $3,056+43.3% | $3,839+14.1% | $5,124-14.5% |