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 | $42,341 | $46,869-9.7% | $122,332-65.4% | $70,131-39.6% |
| Participation rate | 92.6% | 58.2%+34.4pp | 71.6%+21.0pp | 69.5%+23.1pp |
| Annual return | 13.62% | 24.22%-10.6pp | 30.27%-16.7pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,898 | $1,288+125.0% | $4,050-28.5% | $2,342+23.7% |
| Participant deferral / active EE | $3,840 | $2,166+77.2% | $3,287+16.8% | $3,332+15.2% |
| Admin fee / account holder | $3,128 | $3,322-5.8% | $5,478-42.9% | $4,645-32.7% |