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 | $41,968 | $109,413-61.6% | $156,263-73.1% | $84,808-50.5% |
| Participation rate | 84.9% | 72.7%+12.2pp | 78.9%+6.0pp | 68.3%+16.6pp |
| Annual return | 15.12% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,321 | $2,907-54.6% | $4,333-69.5% | $2,631-49.8% |
| Participant deferral / active EE | $4,604 | $4,590+0.3% | $6,158-25.2% | $4,212+9.3% |
| Admin fee / account holder | $2,226 | $9,357-76.2% | $14,255-84.4% | $7,344-69.7% |