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 | $41,832 | $91,552-54.3% | $133,956-68.8% | $79,858-47.6% |
| Participation rate | 89.3% | 73.3%+15.9pp | 79.8%+9.4pp | 69.6%+19.7pp |
| Annual return | 16.18% | 61.85%-45.7pp | 45.09%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,438 | $2,384+2.3% | $3,919-37.8% | $2,471-1.3% |
| Participant deferral / active EE | $4,048 | $3,733+8.4% | $5,048-19.8% | $3,740+8.2% |
| Admin fee / account holder | $1,964 | $6,321-68.9% | $8,927-78.0% | $5,306-63.0% |