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 | $37,125 | $101,724-63.5% | $164,813-77.5% | $80,856-54.1% |
| Participation rate | 83.7% | 71.8%+11.9pp | 78.6%+5.1pp | 67.6%+16.1pp |
| Annual return | 19.31% | 16.72%+2.6pp | 69.93%-50.6pp | 35.59%-16.3pp |
| Employer contribution / active EE | $1,340 | $2,953-54.6% | $4,341-69.1% | $2,755-51.4% |
| Participant deferral / active EE | $4,191 | $4,477-6.4% | $6,031-30.5% | $4,296-2.4% |
| Admin fee / account holder | $724 | $8,227-91.2% | $12,690-94.3% | $6,918-89.5% |