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 | $44,205 | $98,750-55.2% | $149,696-70.5% | $79,858-44.6% |
| Participation rate | 84.5% | 75.8%+8.7pp | 82.5%+2.0pp | 69.6%+14.8pp |
| Annual return | 13.82% | 27.43%-13.6pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,821 | $3,216-43.4% | $4,644-60.8% | $2,471-26.3% |
| Participant deferral / active EE | $3,784 | $5,680-33.4% | $6,842-44.7% | $3,740+1.2% |
| Admin fee / account holder | $10,738 | $6,053+77.4% | $9,309+15.4% | $5,306+102.4% |