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 | $36,055 | $78,422-54.0% | $95,952-62.4% | $79,858-54.9% |
| Participation rate | 86.6% | 73.5%+13.1pp | 77.1%+9.5pp | 69.6%+17.0pp |
| Annual return | 57.61% | 19.37%+38.2pp | 91.61%-34.0pp | 31.71%+25.9pp |
| Employer contribution / active EE | $2,232 | $1,945+14.8% | $2,541-12.1% | $2,471-9.7% |
| Participant deferral / active EE | $4,410 | $3,440+28.2% | $4,167+5.8% | $3,740+17.9% |
| Admin fee / account holder | $1,944 | $5,622-65.4% | $6,795-71.4% | $5,306-63.4% |