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 | $45,923 | $98,750-53.5% | $149,696-69.3% | $79,858-42.5% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.4pp |
| Annual return | 20.06% | 27.43%-7.4pp | 276.60%-256.5pp | 31.71%-11.7pp |
| Employer contribution / active EE | $2,830 | $3,216-12.0% | $4,644-39.1% | $2,471+14.6% |
| Participant deferral / active EE | $3,529 | $5,680-37.9% | $6,842-48.4% | $3,740-5.6% |
| Admin fee / account holder | $1,062 | $6,053-82.5% | $9,309-88.6% | $5,306-80.0% |