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 | $43,402 | $88,083-50.7% | $164,813-73.7% | $74,495-41.7% |
| Participation rate | 84.6% | 73.0%+11.6pp | 78.6%+6.0pp | 67.2%+17.4pp |
| Annual return | 17.03% | 17.26%-0.2pp | 69.93%-52.9pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $2,298 | $2,593-11.4% | $4,341-47.1% | $2,623-12.4% |
| Participant deferral / active EE | $4,683 | $4,498+4.1% | $6,031-22.4% | $4,346+7.8% |
| Admin fee / account holder | $3,606 | $2,234+61.4% | $12,690-71.6% | $1,942+85.7% |