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 | $40,779 | $76,552-46.7% | $123,892-67.1% | $62,891-35.2% |
| Participation rate | 96.0% | 73.0%+23.0pp | 81.4%+14.6pp | 69.3%+26.7pp |
| Annual return | 8.92% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,441 | $2,883+19.4% | $4,617-25.5% | $2,281+50.8% |
| Participant deferral / active EE | $7,339 | $4,840+51.6% | $5,984+22.6% | $3,203+129.1% |
| Admin fee / account holder | $2,978 | $4,826-38.3% | $8,357-64.4% | $4,296-30.7% |