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 | $40,616 | $77,634-47.7% | $156,549-74.1% | $62,891-35.4% |
| Participation rate | 96.9% | 71.2%+25.7pp | 84.0%+12.9pp | 69.3%+27.6pp |
| Annual return | 31.07% | 50.32%-19.3pp | 32.23%-1.2pp | 20.14%+10.9pp |
| Employer contribution / active EE | $3,302 | $3,444-4.1% | $5,501-40.0% | $2,281+44.8% |
| Participant deferral / active EE | $6,959 | $3,045+128.5% | $4,871+42.9% | $3,203+117.3% |
| Admin fee / account holder | $2,658 | $5,561-52.2% | $13,027-79.6% | $4,296-38.1% |