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 | $39,603 | $72,492-45.4% | $87,100-54.5% | $72,985-45.7% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.6pp |
| Annual return | 26.64% | 24.46%+2.2pp | 28.19%-1.6pp | 81.00%-54.4pp |
| Employer contribution / active EE | $1,124 | $1,894-40.7% | $2,521-55.4% | $2,440-53.9% |
| Participant deferral / active EE | $5,377 | $3,270+64.4% | $4,049+32.8% | $3,607+49.0% |
| Admin fee / account holder | $786 | $5,055-84.5% | $7,497-89.5% | $5,124-84.7% |