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 | $39,401 | $106,749-63.1% | $145,433-72.9% | $82,448-52.2% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 15.74% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,321 | $3,444-3.6% | $4,554-27.1% | $2,551+30.2% |
| Participant deferral / active EE | $4,839 | $6,519-25.8% | $7,897-38.7% | $4,139+16.9% |
| Admin fee / account holder | $19,930 | $8,390+137.5% | $13,129+51.8% | $7,234+175.5% |