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 | $36,803 | $49,915-26.3% | $154,803-76.2% | $74,304-50.5% |
| Participation rate | 89.2% | 54.0%+35.3pp | 78.1%+11.1pp | 60.3%+28.9pp |
| Annual return | 17.24% | 34.06%-16.8pp | 58.88%-41.6pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,756 | $1,611+9.0% | $4,305-59.2% | $2,241-21.7% |
| Participant deferral / active EE | $3,013 | $2,255+33.7% | $5,540-45.6% | $3,767-20.0% |
| Admin fee / account holder | $2,067 | $2,189-5.6% | $14,329-85.6% | $2,969-30.4% |