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 | $39,889 | $80,717-50.6% | $154,803-74.2% | $84,808-53.0% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 14.12% | 37.96%-23.8pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,258 | $2,761+54.2% | $4,305-1.1% | $2,631+61.8% |
| Participant deferral / active EE | $5,202 | $3,303+57.5% | $5,540-6.1% | $4,212+23.5% |
| Admin fee / account holder | $4,538 | $6,746-32.7% | $14,329-68.3% | $7,344-38.2% |