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 | $42,817 | $89,355-52.1% | $141,162-69.7% | $72,985-41.3% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 25.44% | 111.85%-86.4pp | 71.39%-45.9pp | 81.00%-55.6pp |
| Employer contribution / active EE | $2,631 | $3,114-15.5% | $4,735-44.4% | $2,440+7.9% |
| Participant deferral / active EE | $4,293 | $5,418-20.8% | $6,709-36.0% | $3,607+19.0% |
| Admin fee / account holder | $2,758 | $5,958-53.7% | $10,261-73.1% | $5,124-46.2% |