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 | $42,413 | $72,277-41.3% | $101,248-58.1% | $79,858-46.9% |
| Participation rate | 94.5% | 68.5%+26.1pp | 75.8%+18.7pp | 69.6%+24.9pp |
| Annual return | 18.49% | 22.30%-3.8pp | 46.47%-28.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,355 | $2,692-12.5% | $3,660-35.6% | $2,471-4.7% |
| Participant deferral / active EE | $6,043 | $3,282+84.2% | $4,370+38.3% | $3,740+61.6% |
| Admin fee / account holder | $2,516 | $4,400-42.8% | $5,945-57.7% | $5,306-52.6% |