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 | $38,525 | $86,286-55.4% | $111,297-65.4% | $85,850-55.1% |
| Participation rate | 91.9% | 73.3%+18.6pp | 77.3%+14.6pp | 69.3%+22.6pp |
| Annual return | 15.60% | 19.99%-4.4pp | 54.65%-39.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,153 | $2,043-43.6% | $2,731-57.8% | $2,565-55.0% |
| Participant deferral / active EE | $4,538 | $3,641+24.6% | $4,487+1.1% | $3,952+14.8% |
| Admin fee / account holder | $3,589 | $8,188-56.2% | $7,964-54.9% | $6,260-42.7% |