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 | $42,498 | $76,552-44.5% | $123,892-65.7% | $62,891-32.4% |
| Participation rate | 95.7% | 73.0%+22.7pp | 81.4%+14.3pp | 69.3%+26.4pp |
| Annual return | 25.53% | 18.68%+6.9pp | 47.52%-22.0pp | 20.14%+5.4pp |
| Employer contribution / active EE | $2,942 | $2,883+2.1% | $4,617-36.3% | $2,281+29.0% |
| Participant deferral / active EE | $6,885 | $4,840+42.3% | $5,984+15.1% | $3,203+115.0% |
| Admin fee / account holder | $819 | $4,826-83.0% | $8,357-90.2% | $4,296-80.9% |