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 | $41,477 | $81,248-49.0% | $155,509-73.3% | $80,856-48.7% |
| Participation rate | 93.5% | 66.2%+27.3pp | 78.2%+15.4pp | 67.6%+25.9pp |
| Annual return | 15.98% | 33.31%-17.3pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,339 | $3,100-24.5% | $4,672-49.9% | $2,755-15.1% |
| Participant deferral / active EE | $1,918 | $3,452-44.4% | $5,626-65.9% | $4,296-55.3% |
| Admin fee / account holder | $3,386 | $7,997-57.7% | $15,912-78.7% | $6,918-51.1% |