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 | $64,444 | $93,571-31.1% | $135,903-52.6% | $75,163-14.3% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 20.32% | 30.90%-10.6pp | 68.23%-47.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,909 | $3,537-17.7% | $4,856-40.1% | $2,670+9.0% |
| Participant deferral / active EE | $5,718 | $6,404-10.7% | $7,758-26.3% | $4,125+38.6% |
| Admin fee / account holder | $1,643 | $6,975-76.4% | $10,762-84.7% | $5,651-70.9% |