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 | $36,580 | $73,933-50.5% | $96,683-62.2% | $75,163-51.3% |
| Participation rate | 97.6% | 66.4%+31.2pp | 74.3%+23.2pp | 67.2%+30.4pp |
| Annual return | 14.96% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,390 | $2,928-52.5% | $3,737-62.8% | $2,670-48.0% |
| Participant deferral / active EE | $3,789 | $3,659+3.6% | $4,878-22.3% | $4,125-8.2% |
| Admin fee / account holder | $1,752 | $5,216-66.4% | $6,730-74.0% | $5,651-69.0% |