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 | $32,666 | $89,753-63.6% | $107,525-69.6% | $84,808-61.5% |
| Participation rate | 83.6% | 68.1%+15.5pp | 75.1%+8.5pp | 68.3%+15.3pp |
| Annual return | 22.41% | 29.48%-7.1pp | 181.32%-158.9pp | 40.90%-18.5pp |
| Employer contribution / active EE | $3,261 | $3,113+4.7% | $3,754-13.1% | $2,631+23.9% |
| Participant deferral / active EE | $4,898 | $4,056+20.8% | $5,116-4.3% | $4,212+16.3% |
| Admin fee / account holder | $1,221 | $7,222-83.1% | $8,919-86.3% | $7,344-83.4% |