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 | $43,858 | $72,492-39.5% | $87,100-49.6% | $72,985-39.9% |
| Participation rate | 94.7% | 72.8%+21.9pp | 76.9%+17.8pp | 69.5%+25.2pp |
| Annual return | 23.60% | 24.46%-0.9pp | 28.19%-4.6pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,377 | $1,894+25.5% | $2,521-5.7% | $2,440-2.6% |
| Participant deferral / active EE | $4,639 | $3,270+41.9% | $4,049+14.6% | $3,607+28.6% |
| Admin fee / account holder | $3,128 | $5,055-38.1% | $7,497-58.3% | $5,124-38.9% |