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 | $38,924 | $60,022-35.2% | $88,946-56.2% | $84,808-54.1% |
| Participation rate | 96.3% | 57.8%+38.5pp | 68.8%+27.4pp | 68.3%+28.0pp |
| Annual return | 16.24% | 22.43%-6.2pp | 57.82%-41.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $5,059 | $1,703+197.1% | $2,555+98.0% | $2,631+92.3% |
| Participant deferral / active EE | $2,609 | $3,114-16.2% | $4,581-43.1% | $4,212-38.1% |
| Admin fee / account holder | $7,560 | $4,811+57.1% | $8,261-8.5% | $7,344+2.9% |