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 | $36,934 | $48,076-23.2% | $78,689-53.1% | $62,891-41.3% |
| Participation rate | 87.7% | 65.2%+22.5pp | 73.6%+14.2pp | 69.3%+18.4pp |
| Annual return | 8.92% | 31.35%-22.4pp | 62.18%-53.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,498 | $2,015+73.6% | $2,851+22.7% | $2,281+53.4% |
| Participant deferral / active EE | $3,465 | $2,588+33.9% | $3,517-1.5% | $3,203+8.2% |
| Admin fee / account holder | $1,214 | $3,207-62.1% | $4,510-73.1% | $4,296-71.7% |