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 | $39,372 | $80,717-51.2% | $154,803-74.6% | $84,808-53.6% |
| Participation rate | 84.0% | 66.8%+17.2pp | 78.1%+5.9pp | 68.3%+15.7pp |
| Annual return | 15.62% | 37.96%-22.3pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,601 | $2,761+30.4% | $4,305-16.4% | $2,631+36.9% |
| Participant deferral / active EE | $3,025 | $3,303-8.4% | $5,540-45.4% | $4,212-28.2% |
| Admin fee / account holder | $6,183 | $6,746-8.3% | $14,329-56.9% | $7,344-15.8% |