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 | $33,984 | $57,828-41.2% | $117,039-71.0% | $70,131-51.5% |
| Participation rate | 95.2% | 67.1%+28.1pp | 77.2%+18.1pp | 69.5%+25.7pp |
| Annual return | 17.54% | 17.55%0pp | 18.95%-1.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $3,392 | $1,816+86.8% | $3,785-10.4% | $2,342+44.8% |
| Participant deferral / active EE | $5,213 | $2,438+113.9% | $3,929+32.7% | $3,332+56.5% |
| Admin fee / account holder | $1,385 | $3,548-61.0% | $5,974-76.8% | $4,645-70.2% |