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 | $39,607 | $76,552-48.3% | $123,892-68.0% | $62,891-37.0% |
| Participation rate | 97.0% | 73.0%+24.0pp | 81.4%+15.6pp | 69.3%+27.7pp |
| Annual return | 7.56% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,401 | $2,883-16.7% | $4,617-48.0% | $2,281+5.3% |
| Participant deferral / active EE | $5,305 | $4,840+9.6% | $5,984-11.3% | $3,203+65.6% |
| Admin fee / account holder | $2,623 | $4,826-45.6% | $8,357-68.6% | $4,296-38.9% |