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 | $35,817 | $91,552-60.9% | $133,956-73.3% | $79,858-55.1% |
| Participation rate | 98.6% | 73.3%+25.2pp | 79.8%+18.7pp | 69.6%+28.9pp |
| Annual return | 14.68% | 61.85%-47.2pp | 45.09%-30.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,698 | $2,384+13.2% | $3,919-31.2% | $2,471+9.2% |
| Participant deferral / active EE | $4,773 | $3,733+27.8% | $5,048-5.4% | $3,740+27.6% |
| Admin fee / account holder | $3,786 | $6,321-40.1% | $8,927-57.6% | $5,306-28.7% |