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 | $44,060 | $72,012-38.8% | $185,823-76.3% | $79,858-44.8% |
| Participation rate | 81.0% | 65.8%+15.2pp | 78.0%+2.9pp | 69.6%+11.3pp |
| Annual return | 22.75% | 23.12%-0.4pp | 35.95%-13.2pp | 31.71%-9.0pp |
| Employer contribution / active EE | $3,456 | $1,965+75.9% | $4,087-15.4% | $2,471+39.9% |
| Participant deferral / active EE | $7,846 | $3,779+107.6% | $5,632+39.3% | $3,740+109.8% |
| Admin fee / account holder | $1,396 | $4,513-69.1% | $9,500-85.3% | $5,306-73.7% |