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 | $38,344 | $127,065-69.8% | $113,168-66.1% | $142,382-73.1% |
| Participation rate | 95.2% | 79.2%+16.0pp | 76.6%+18.7pp | 80.1%+15.1pp |
| Annual return | 14.77% | 24.03%-9.3pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,591 | $3,442-53.8% | $2,975-46.5% | $4,299-63.0% |
| Participant deferral / active EE | $4,699 | $5,716-17.8% | $5,107-8.0% | $6,507-27.8% |
| Admin fee / account holder | $3,411 | $15,736-78.3% | $12,068-71.7% | $12,624-73.0% |